Shepherd's Advisory Group, LLC

Shepherd's Advisory Group, LLC (CRD# 158092) is a financial advisory firm headquartered in Greenwell Springs, LA. They manage $181,697 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Shepherd's Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
Travis P. Shepherd
CRD#: 5941472
15415 Greenwell Springs Rd, Greenwell Springs, LA 70739

Travis Shepherd (CRD# 5941472) is an Investment Advisor Representative working at Shepherd's Advisory Group, LLC in Greenwell Springs, LA and has over 7 years of experience in the finance industry.

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