Thomas
Shepard
Flagship Harbor Advisors, LLC
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About this Advisor
Thomas Shepard is a certified financial planner operating out of Boston, Massachusetts with a total of 10 years of relevant experience. Shepard is currently employed by Flagship Harbor Advisors, LLC. Over the course of their career, Shepard has held roles at Lpl Financial, LLC and Flagship Harbor Advisors, LLC. Shepard maintains a Series 63 license, qualifying them as a securities agent, and is approved to serve investors in Maine. Flagship Harbor Advisors, LLC is a financial advisory business that has its headquarters in Boston, MA. The firm has offices in 33 locations and a total of 52 advisors. It controls $2 billion in assets among its 11,796 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 11,796 customer accounts, 29% are held by high-net-worth clients who have more than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees usually are based on which services the firm provides the client. Fees charged by Flagship Harbor Advisors, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$1,928,860,764
52
11,796
$163,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Thomas Shepard Work History
Thomas has been registered as a financial advisor for 10 years.*
Flagship Harbor Advisors, LLC
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Shepard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Flagship Harbor Advisors, LLC
Hampton, NH
Boston, MA
Boston, MA
Boston, MA
Salem, MA
North Andover, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
