SW
Steven Wylam
from Shepherd Financial Investment Advisory LLC
Steven Wylam is a financial advisor based in Indiana, Carmel,
with 37 years of experience. Steven currently works for
Shepherd Financial Investment Advisory LLC.
Steven 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Steven Wylam works at Shepherd Financial Investment Advisory LLC
Shepherd Financial Investment Advisory LLC is a financial advisory firm based in Carmel, Indiana. It currently has approximately $533,838,591 of assets under management and employs about 29 people. Shepherd Financial Investment Advisory LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
11 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
111 Congressional Blvd.,, Suite 100, Carmel, Indiana, 46032
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting