Cory Shepherd

from Sound Financial, LLC
SEC regulated
Regulated Investment Advisor
Cory Shepherd is a financial advisor based in Washington, Mill Creek, with 12 years of experience. Cory currently works for Sound Financial, LLC. Cory maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Cory Shepherd works at Sound Financial, LLC
Sound Financial, LLC is a financial advisory firm based in Mill Creek, Washington. It currently has approximately $103,376,265 of assets under management and employs about 6 people. Sound Financial, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
15408 Main St, Suite 107, Mill Creek, Washington, 98012

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