Gary L. Hyde

SHEPHERD FINANCIAL LLC

Woodstock, GA 30188

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CRD#: 6476102

Professional summary

Gary Lee Hyde JR, CFP®, who also goes by Gary Lee Hyde Jr, Lee Hyde, is a registered financial advisor currently at SHEPHERD FINANCIAL LLC located in Woodstock, Georgia.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gary has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Lee Hyde Jr | Lee Hyde

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.

1) Licensed insurance professional. Same address. Less than 10% of business time. 2) Nature of the Business: Baseball Lessons; Investment-Related: No; Address: 320 Adam Jenkins Memorial Drive, Canton, GA 30115; Position/Title: Coach; Start Date: 12/05/2022; Hours per Month Devoted to this Business: 8-12; Hours per Month Devoted to this Business during Trading Hours: 0; Description of Duties: Give Baseball Instruction to Children.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Hyde JR'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

March 16, 2020 - Present

SHEPHERD FINANCIAL LLC

Office #1: 220 Heritage Walk Suite 203, Woodstock, GA 30188

RIA

CRD#: 307562

Woodstock, GA

Past

October 7, 2015 - February 12, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

ATLANTA, GA

Past

September 26, 2015 - February 12, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ATLANTA, GA

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

Georgia
(3/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/3/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2015

General Securities Representative Examination

Current Firm

SHEPHERD FINANCIAL LLC

CRD#: 307562 / SEC#:

Georgia

Registered Investment Advisory firm - (3/16/2020 Approved)

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Contact information

Main Address

220 Heritage Walk Suite 203, Woodstock, GA 30188

Mailing Address

Phone number

(770) 405-9231

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 12,143,467

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary L. Hyde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Hyde JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHEPHERD FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2015

Current Firm

SHEPHERD FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SHEPHERD FINANCIAL LLC

TRUST BUT VERIFY

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