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Nancy Lynn Shepard

LRI INVESTMENTS, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
3825 PGA BLVD, PALM BEACH GARDENS, FL 33410CRD# 4408360Firm CRD# 323556
01

About

Nancy Lynn Shepard is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with LRI INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LRI INVESTMENTS, LLC
LRI INVESTMENTS
AUM
$933M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LRI INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4408360
Firm CRD# 323556
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Lynn Shepard offer?
Nancy Lynn Shepard specializes in Financial Planning, Investment Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Nancy Lynn Shepard's credentials?
Nancy Lynn Shepard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Lynn Shepard located?
Nancy Lynn Shepard is based in PALM BEACH GARDENS, Florida, working with LRI INVESTMENTS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Nancy Lynn Shepard charge for services?
Nancy Lynn Shepard'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 LRI INVESTMENTS, LLC?
LRI INVESTMENTS, LLC has approximately 17 employees and manages $933M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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