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Graham Francis Shepherd

ARMOR INVESTMENT ADVISORS, LLC·RALEIGH, North Carolina
Unclaimed Profile
4101 LAKE BOONE TRAIL, RALEIGH, NC 27607CRD# 5560183Firm CRD# 134200
01

About

Graham Francis Shepherd is a registered financial advisor based in RALEIGH, North Carolina, affiliated with ARMOR INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ARMOR INVESTMENT ADVISORS, LLC
ARMOR INVESTMENT ADVISORS, LLC
AUM
$340M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ARMOR INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5560183
Firm CRD# 134200
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Graham Francis Shepherd offer?
Graham Francis Shepherd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Graham Francis Shepherd's credentials?
Graham Francis Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Graham Francis Shepherd located?
Graham Francis Shepherd is based in RALEIGH, North Carolina, working with ARMOR INVESTMENT ADVISORS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Graham Francis Shepherd charge for services?
Graham Francis Shepherd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARMOR INVESTMENT ADVISORS, LLC?
ARMOR INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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