RS
Robert Shepherd
from Avondale Conquest, LLC
Robert Shepherd is a financial advisor based in California, Sausalito,
with 41 years of experience. Robert currently works for
Avondale Conquest, LLC.
Robert maintains a S63 license (Uniform Securities Agent 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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Robert Shepherd works at Avondale Conquest, LLC
Avondale Conquest, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $45,000,000 of assets under management and employs about 2 people. Avondale Conquest, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
501 Humboldt, 2nd Fl, Sausalito, California, 94965
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