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Cory Edwin Shepherd

SOUND FINANCIAL, LLC·LAKE STEVENS, Washington
Clean recordSOUND FINANCIAL, LLC
6131 92ND AVE NE, LAKE STEVENS, WA 98258CRD# 5628922Firm CRD# 292271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cory Edwin Shepherd · LAKE STEVENS, WA
Registration
CRD #5628922 · SOUND FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cory Edwin Shepherd is a registered financial advisor based in LAKE STEVENS, Washington, affiliated with SOUND FINANCIAL, 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SOUND FINANCIAL, LLC
SOUND FINANCIAL, LLC
AUM
$142M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SOUND FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5628922
Firm CRD# 292271
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cory Edwin Shepherd offer?
Cory Edwin Shepherd specializes in Financial Planning, Investment Management. Contact their office in LAKE STEVENS, Washington for a consultation.
What are Cory Edwin Shepherd's credentials?
Cory Edwin Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Edwin Shepherd located?
Cory Edwin Shepherd is based in LAKE STEVENS, Washington, working with SOUND FINANCIAL, LLC. Their office serves clients in the LAKE STEVENS metropolitan area and surrounding communities.
How does Cory Edwin Shepherd charge for services?
Cory Edwin 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 SOUND FINANCIAL, LLC?
SOUND FINANCIAL, LLC has approximately 7 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUND FINANCIAL, LLC

Jeffrey Frank Miller
LAKE STEVENS, WA
Paul L Adams
LAKE STEVENS, WA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
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Research
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