RM
Robert Mark Shepherd
CRD 1844029
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Lpl Financial Llc | Registered representative | 07/20/2026 |
| Shepherd Financial Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Shepherd Financial Partners, Llc
Managing Member, Chief Executive Officer And Chief Compliance Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗