Shepherd Advisor

Shepherd Advisor (CRD# 328734) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://shepherdadvisor.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Shepherd Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Nixon James, financial advisor Rancho Cucamonga CA
Nixon D. James
CRD#: 5625909
Rancho Cucamonga, CA

Nixon James (CRD# 5625909) is an Investment Advisor Representative working at Shepherd Advisor in Rancho Cucamonga, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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