Christopher Cole is a CFP-designated registered investment advisor at Shepherd Kaplan LLC, based in Boston, MA, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
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Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
53 State Street, 23rd Floor, Boston, MA, 02109-2820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shepherd Kaplan LLC
State Registrations2 states
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Exams
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