Brent Edwin Shepherd
Investment adviser representative at Wealthcare Advisory Partners LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.3BFirm 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.
- Wealthcare Advisory Partners LLCFeb 2019 to now
- LPL Financial LLCFeb 2019 to now
- Wealthcare Advisory Partners LLC (dba: Beacon Wealth Management)Feb 2019 to now
- 1st Global Advisors, Inc.Aug 2008 to Feb 2019
- 1st Global Capital CorpAug 2008 to Feb 2019
- 1st Global Insurance ServicesAug 2008 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 2549206
- Firm CRD
- 171976