Paul Robert Bourgeois
Investment adviser representative at Shepherd Financial Partners, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Shepherd Financial Partners, LLCAug 2015 to now
- LPL Financial, LLCApr 2008 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Shepherd Financial Partners, LLC
$1.4BAssets managed
767Clients
8Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1686471
- Firm CRD
- 169093