Graham Francis Shepherd
Investment adviser representative at Armor Investment Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$356MFirm 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
- Seminars and workshops
Experience
14 years in the industry.
- Armor Investment Advisors, LLCNov 2018 to now
- Envestnet Asset Management, Inc.May 2012 to Nov 2018
- Portfolio Brokerage Services, Inc.May 2012 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Armor Investment Advisors, LLC
$356MAssets managed
206Clients
4Advisers
21 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
- 5560183
- Firm CRD
- 134200