Shepherd's Advisory Group, LLC

Shepherd's Advisory Group, LLC (CRD# 158092) is a financial advisory firm headquartered in Denham Springs, LA. They manage $88,727 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $22,182
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.

LA

Financial Advisors at Shepherd's Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Travis P. Shepherd
CRD#: 5941472
510 N. Range Ave, Suite B, Denham Springs, LA 70726
93
Wealthminder
score

Travis Shepherd (CRD# 5941472) is an Investment Advisor Representative working at Shepherd's Advisory Group, LLC in Denham Springs, LA and has over 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.