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Herc Shepherd Wealth GroupFinancial advisor in Bothell, WA

Herc Shepherd Wealth Group is a financial advisor at 12100 NE 195th St #180, Bothell, WA 98011.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bothell, WA0 paid placements in any rankingHow we rank

Call (425) 481-4490Website ↗

Key facts

Key facts about Herc Shepherd Wealth Group
Address12100 NE 195th St #180, Bothell, WA 98011Get directions
Phone(425) 481-4490
Websiteedwardjones.com

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category
  • Stockbrokersadditional Google category

Service area

Serves Bothell and 11 towns within 25 miles: Woodinville, Kingsgate, Kenmore, North Creek, Bothell West, Maltby, Inglewood-Finn Hill, Mill Creek East, Lake Forest Park, Cottage Lake and Mountlake Terrace.

Based in Bothell, WAView on map

Questions about Herc Shepherd Wealth Group

What areas does Herc Shepherd Wealth Group serve?

Serves Bothell and 11 towns within 25 miles: Woodinville, Kingsgate, Kenmore, North Creek, Bothell West, Maltby, Inglewood-Finn Hill, Mill Creek East, Lake Forest Park, Cottage Lake and Mountlake Terrace. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Herc Shepherd Wealth Group?

Call Herc Shepherd Wealth Group on (425) 481-4490. The business is at 12100 NE 195th St #180, Bothell, WA 98011. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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