Cory Edwin Shepherd
Investment adviser representative at Sound Financial, LLC
14 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$210.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Lantern Tree Media Development Group, LLCOct 2021 to now
- Sound Financial, LLC.Jun 2017 to now
- Park Avenue SecuritiesOct 2012 to Apr 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Sound Financial, LLC
$210.8MAssets managed
248Clients
5Advisers
4 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
- 5628922
- Firm CRD
- 292271