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Victor Charles Shepherd

PARALLAX CAPITAL PARTNERS, LLC·LAGUNA HILLS, California
Unclaimed Profile
23332 MILL CREEK DRIVE, STE 155, LAGUNA HILLS, CA 92653CRD# 6933180Firm CRD# 167159
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About

Victor Charles Shepherd is a registered financial advisor based in LAGUNA HILLS, California, affiliated with PARALLAX CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PARALLAX CAPITAL PARTNERS, LLC
PARALLAX CAPITAL PARTNERS, LLC
AUM
$97M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at PARALLAX CAPITAL PARTNERS, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6933180
Firm CRD# 167159
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Victor Charles Shepherd offer?
Victor Charles Shepherd specializes in Retirement Planning. Contact their office in LAGUNA HILLS, California for a consultation.
What are Victor Charles Shepherd's credentials?
Victor Charles Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victor Charles Shepherd located?
Victor Charles Shepherd is based in LAGUNA HILLS, California, working with PARALLAX CAPITAL PARTNERS, LLC. Their office serves clients in the LAGUNA HILLS metropolitan area and surrounding communities.
How does Victor Charles Shepherd charge for services?
Victor Charles Shepherd's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARALLAX CAPITAL PARTNERS, LLC?
PARALLAX CAPITAL PARTNERS, LLC is a registered investment adviser with the SEC, managing $97M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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