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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
HB

Heath B Houston

Mississippi·CRD #5395139
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
19 yrs
States
3
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
HD

Heath David Slain

Indiana·CRD #6835190
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
HD

Heath D Heavy

Utah·CRD #7503640
Dual-registered

Dual-registered at ALBION FINANCIAL GROUP

Experience
4 yrs
States
1
Exams
4
Since
2022
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
HE

Heath Edward Whetsel

California·CRD #4197402
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
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HA

Heather A Godwin

New Jersey·CRD #2417140
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
30 yrs
States
3
Exams
3
Since
1996
Est. fee
AUM / Commission / Flat Fee
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HA

Heather A Hubert

Delaware·CRD #5289244
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
3
Exams
6
Since
2008
Est. fee
AUM / Commission / Flat Fee
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HA

Heather Aileen Housley

California·CRD #4833629
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
6
Exams
9
Since
2005
Est. fee
AUM / Commission / Flat Fee
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HA

Heather Amanda Clark

Maryland·CRD #4157618
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
3
Exams
3
Since
2001
Est. fee
AUM / Flat Fee
View profile
HA

Heather Ann Albert

Idaho·CRD #4962091
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
HA

Heather Ann Corbalis

Florida·CRD #4758727
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
HA

Heather Anne Grubbs

Alabama·CRD #6970706
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
HA

Heather Anne McClintock

Florida·CRD #6681041
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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HA

Heather Ann Goodbody

New Jersey·CRD #4357646
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
3
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
HA

Heather Ann Navarro

Nevada·CRD #4590290
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
HA

Heather Ann Pratt

Arizona·CRD #5118234
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
3
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HA

Heather Ann Proctor

New York·CRD #2320887
Dual-registered

Dual-registered at MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Experience
32 yrs
States
2
Exams
6
Since
1994
Est. fee
AUM / Flat Fee
View profile
HA

Heather Ans Viera Otto

Pennsylvania·CRD #5921324
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
HA

Heather A Robertson Fortner

Georgia·CRD #5123016
IA Rep

Investment Adviser Rep at SIGNATUREFD, LLC

Experience
19 yrs
States
1
Exams
1
Since
2007
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
HA

Heather A Scearce

Connecticut·CRD #7271804
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
HA

Heather A Walsh

Maine·CRD #2167129
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
34 yrs
States
3
Exams
7
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
HB

Heather Barbour

Tennessee·CRD #4185547
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
HB

Heather B Craig

Florida·CRD #3073667
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
HB

Heather Beth Knuff

California·CRD #4714689
IA Rep

Investment Adviser Rep at KNUFF & COMPANY LLC

Experience
6 yrs
States
1
Since
2020
Fee
AUM / Performance-based
Minimum
$2.0M
View profile
HB

Heather Blaylock Bates

Texas·CRD #6192523
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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