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Financial ADVSR advisor directory · SEC adviser records

Shepherd Financial Investment Advisory LLC financial advisors in Carmel, IN

Every SEC-registered investment adviser representative at a Shepherd Financial Investment Advisory LLC office in Carmel, A to Z.

The short answer

26 registered advisors work at Shepherd Financial Investment Advisory LLC in Carmel, out of 31 at the firm nationwide; it ranks number 7 in the city by advisors. 3 list the CFP designation and 14 are also registered broker representatives.

Shepherd Financial Investment Advisory LLC advisors in Carmel, A to Z

Every Shepherd Financial Investment Advisory LLC advisor →

Shepherd Financial Investment Advisory LLC advisors in every city and state →Shepherd Financial Investment Advisory LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Shepherd Financial Investment Advisory LLC advisors in other cities

New Albany, IN 2Wilmington, DE 2Sarasota, FL 1

Other firms in Carmel

All Carmel advisors →

Valeo Financial Advisors, LLC 86Capital Client Group, Inc. 68Raymond James & Associates, Inc. 39Oxford Financial Group, Ltd. 33Archer Investment Corporation 29LPL Financial LLC 27Valic Financial Advisors, Inc. 23Goelzer Investment Management 22Charles Schwab & Co., Inc. 17Edward Jones 16Strategic Advisers LLC 16Equitable Advisors, LLC 15

Questions

How many financial advisors does Shepherd Financial Investment Advisory LLC have in Carmel?

26 investment adviser representatives are registered at Shepherd Financial Investment Advisory LLC offices in Carmel, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 31 nationwide. 3 list the CFP designation and 14 are also registered as broker representatives.

Is Shepherd Financial Investment Advisory LLC one of the largest advisor employers in Carmel?

Shepherd Financial Investment Advisory LLC ranks number 7 in Carmel by registered advisors; Valeo Financial Advisors, LLC has the most, with 86.

How do I check a Shepherd Financial Investment Advisory LLC advisor in Carmel?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Shepherd Financial Investment Advisory LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.