Unclaimed Profile

Graham Francis Shepherd

ARMOR INVESTMENT ADVISORS, LLC·RALEIGH, North Carolina

Clean recordARMOR INVESTMENT ADVISORS, LLC

4101 LAKE BOONE TRAIL, RALEIGH, NC 27607CRD# 5560183Firm CRD# 134200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Graham Francis Shepherd · RALEIGH, NC

Registration

CRD #5560183 · ARMOR INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ARMOR INVESTMENT ADVISORS, LLC

AUM

$340M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5560183

Firm CRD# 134200

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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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