Skip to content

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Search for:

Facebook
LinkedIn
Youtube

Contact or Meet with Us
Find Your Financial Nature™️ Assessment
Check the background of the investment professionals associated on this site at FINRA’s Broker Check

About
Services
- Investment Strategy
- Advisory Fee Structure
Financial Evolution
- Your Financial Nature
- Your Financial Level
Financial News
Your shepard FINANCIAL
Blog

Disclosures

You may download and print these forms.

Disclosures

Privacy Policy 2021
Flagship Harbor Advisors ADV 2A Wrap Brochure 2021
Flagship Harbor Advisors Disclosures Brochure
2021 Disclosure Supplement – Shepard
2021 Disclosure Supplement -Wyand
2021 Flagship Harbor Advisors Form CRS

Disclosures

Securities offered through LPL Financial. Member FINRA/SIPC. (Links below.) Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and shepard FINANCIAL are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: ME, AZ, SC, CT, FL, IL, MA, NH, NJ, NY, OH, VA, and WA.

sipc.org

finra.org

Flagship Harbor Advisors, LLC

Social

View shepard FINANCIAL’s profile on Facebook
View @shepardfinance’s profile on Twitter
View shepard FINANCIAL’s profile on LinkedIn
View shepard FINANCIAL’s profile on YouTube

Tom’s Radio Interviews

Maine Magazine Interview with Tom

Hours & Info

45 Forest Falls Dr.
Yarmouth, ME 04096

207.847.4032

Mon-Fri 8:30-5:30

2021

Facebook
LinkedIn
Youtube