TS
Travis P. Shepherd
PROSTATIS FINANCIAL ADVISORS GROUP
Greenwell Springs, LA 70739
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CRD#: 5941472
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Professional summary
Travis Patrick Shepherd is a registered financial advisor currently at PROSTATIS FINANCIAL ADVISORS GROUP located in Greenwell Springs, Louisiana.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Travis has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SHEPHERD WEALTH SOLUTIONS; INVESTMENT RELATED; 15415 GREENWELL SPRINGS RD., GREENWELL SPRINGS, LA 70739; INSURANCE AND INVESTMENT ADVISORY; PARTIAL OWNER; STARTED 01/2018; 60 HOURS/MONTH DEVOTED; 50 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES.
ALLIED TAX ADVISORS; NON INVESTMENT RELATED; 19009 W LAKE TERRACE DRIVE, BATON ROUGE, LA 70817; TAX PREPARATION; OWNER; STARTED 05/2017; 13 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ASSIST CLIENTS WITH TAX PREPARATION AND FILING.
TRAVIS SHEPHERD INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 15415 GREENWELL SPRINGS RD., GREENWELL SPRINGS, LA 70739; INSURANCE; OWNER; STARTED 01/2007; 20 HOURS/MONTH DEVOTED; 8 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.
CAPITAL LEARNING ACADEMY; INVESTMENT RELATED; 15415 GREENWELL SPRINGS RD., GREENWELL SPRINGS, LA 70739; ADULT FINANCIAL EDUCATION; FOUNDER; STARTED 11/2017; 4 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; FINANCIAL EDUCATIONAL COURSES.
CRS (Client Relationship Summary) - RIA
Click below to view Travis Patrick Shepherd's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 21, 2024 - Present
PROSTATIS FINANCIAL ADVISORS GROUP
Office #1: 15415 Greenwell Springs Rd, Greenwell Springs, LA 70739RIA
CRD#: 132662
Greenwell Springs, LA
Past
November 22, 2019 - October 1, 2024
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
GREENWELL SPRINGS, LA
Past
July 4, 2013 - November 22, 2019
SHEPHERD'S ADVISORY GROUP, LLC
RIA
CRD#: 158092
GREENWELL SPRINGS, LA
Past
June 30, 2011 - December 31, 2012
SHEPHERD'S ADVISORY GROUP, LLC
RIA
CRD#: 158092
LIVINGSTON, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PROSTATIS FINANCIAL ADVISORS GROUP
GAME CHANGER WEALTH | WEALTH EDUCATIONAL SOLUTIONS | SHEPHERD WEALTH SOLUTIONS | PROSTATIS MANAGEMENT GROUP | PROSTATIS GROUP LLC | PROSTATIS FINANCIAL ADVISORS GROUP, LLC | PROSTATIS FINANCIAL ADVISORS GROUP | MCPHERSON FINANCIAL GROUP
CRD#: 132662 / SEC#: 801-112501
RIA
Registered Investment Advisory firm - (2/23/2018 Approved)Florida
Registered Investment Advisory firm - (4/5/2018 Terminated)Maryland
Registered Investment Advisory firm - (7/20/2018 Terminated)Texas
Registered Investment Advisory firm - (4/5/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(10/21/2024)
Current Firm
PF
PROSTATIS FINANCIAL ADVISORS GROUP
GAME CHANGER WEALTH | WEALTH EDUCATIONAL SOLUTIONS | SHEPHERD WEALTH SOLUTIONS | PROSTATIS MANAGEMENT GROUP | PROSTATIS GROUP LLC | PROSTATIS FINANCIAL ADVISORS GROUP, LLC | PROSTATIS FINANCIAL ADVISORS GROUP | MCPHERSON FINANCIAL GROUP
CRD#: 132662 / SEC#: 801-112501
RIA
Registered Investment Advisory firm - (2/23/2018 Approved)Florida
Registered Investment Advisory firm - (4/5/2018 Terminated)Maryland
Registered Investment Advisory firm - (7/20/2018 Terminated)Texas
Registered Investment Advisory firm - (4/5/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7580 Buckingham Blvd, Suite 180, Hanover, MD 21076
Mailing Address
Phone number
(410) 863-1040
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,217 |
| AUM (Assets Under Management) | $ 508,939,132 |
Red Flags
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Company Information
PROSTATIS FINANCIAL ADVISORS GROUP
CRD#: 132662Greenwell Springs, LA 70739TRUST BUT VERIFY
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