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Graham Francis Shepherd

Armor Investment Advisors, LLC

Raleigh, NC

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Current Employers
Armor Investment Advisors, Llc

4101 Lake Boone Trail Suite 208, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-11-28
  • NC RA
    APPROVED
    Since 2018-11-28

Branch Locations

4101 Lake Boone Trail Suite 208, Raleigh, NC 27607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Envestnet Asset Management, Inc. Raleigh NC 05/2012 11/2018
Portfolio Brokerage Services, Inc. Denver CO 05/2012 11/2018
Armor Investment Advisors, Llc Raleigh NC 11/2018 Present
  • 05/2012 → 11/2018
    Envestnet Asset Management, Inc.
    Raleigh, NC
  • 05/2012 → 11/2018
    Portfolio Brokerage Services, Inc.
    Denver, CO
  • 11/2018 → Present
    Armor Investment Advisors, Llc
    Raleigh, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-08
  • S63 Uniform Securities Agent State Law Examination
    2008-08-08
Designations

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
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OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
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ADVISORY SERVICES NETWORK · RALEIGH, NC
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