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Cory Edwin Shepherd

President & Chief Compliance OfficerSound Financial, LLCCRD 5628922

About Cory Edwin Shepherd

Cory Edwin Shepherd is listed as President & Chief Compliance Officer at Sound Financial, LLC. Form ADV reports a beneficial ownership band of Under 5%. Cory Edwin Shepherd is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Sound Financial, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Cory Edwin Shepherd work?

Cory Edwin Shepherd is listed as President & Chief Compliance Officer at Sound Financial, LLC on SEC Form ADV.

How much of Sound Financial, LLC does Cory Edwin Shepherd own?

Form ADV reports a beneficial ownership band of Under 5%.

Sound Financial, LLC

TitlePresident & Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018
View Sound Financial, LLC →

Sound Financial, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2021
View Sound Financial, LLC →