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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

Heather Buckridge

Florida·CRD #5358140
IA Rep

Investment Adviser Rep at OSAIC ADVISORY SERVICES, LLC

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
HC

Heather Catherine Freeman

Connecticut·CRD #4818938
Dual-registered

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

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
HC

Heather Crawford

California·CRD #2645066
Dual-registered

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

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
HC

Heather C Ring

California·CRD #6112588
Dual-registered

Dual-registered at SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly / Other
View profile
HD

Heather Dachtler Huppe

California·CRD #5775602
Dual-registered

Dual-registered at DACHTLER WEALTH ADVISORS, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM
Minimum
$100k
View profile
HD

Heather Dawn Fischer

District Of Columbia·CRD #3036484
Dual-registered

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

Experience
25 yrs
States
4
Exams
5
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
HD

Heather Dawn Gross

Pennsylvania·CRD #2768184
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
HD

Heather Dawn Johnson

Minnesota·CRD #5273568
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Flat Fee
View profile
HD

Heather Dawn Kirkland

Georgia·CRD #5111443
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
HD

Heather Day Patrek

Minnesota·CRD #4783007
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
22 yrs
States
1
Exams
5
Since
2004
Fee
AUM / Other
View profile
HD

Heather D Chong

Florida·CRD #4365804
Dual-registered

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

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
HD

Heather Denise Reynolds

Florida·CRD #6977133
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
HD

Heather Diane Ponsano

California·CRD #6016516
IA Rep

Investment Adviser Rep at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
HD

Heather Dibrizzi Arnell

Florida·CRD #5121134
Dual-registered

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

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
HD

Heather Djan

Nevada·CRD #5340771
Dual-registered

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

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

Heather Donhauser Calianno

Maryland·CRD #5180377
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
HE

Heather Eckles

Connecticut·CRD #2620449
Dual-registered

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

Experience
30 yrs
States
5
Exams
10
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
HE

Heather Elizabeth Peterson

Rhode Island·CRD #7560833
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

States
2
Exams
3
Since
2026
Est. fee
AUM / Flat Fee
View profile
HE

Heather Elizabeth Reed

Oregon·CRD #5813143
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
9 yrs
States
4
Exams
5
Since
2017
Est. fee
AUM / Flat Fee
View profile
HF

Heather F Frutig

Ohio·CRD #5469265
Dual-registered

Dual-registered at MCDONALD PARTNERS LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
Minimum
$25k
View profile
HG

Heather G. Blake

California·CRD #6699207
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HG

Heather Gordon Lefebvre

Connecticut·CRD #3127286
Dual-registered

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

Experience
27 yrs
States
2
Exams
8
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
HG

Heather Griffin Clegg

Florida·CRD #5042864
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
HH

Heather Haas

Texas·CRD #6626384
IA Rep

Investment Adviser Rep at IMPERIUM WEALTH MANAGEMENT, LLC

Experience
10 yrs
States
1
Exams
1
Since
2016
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.

Financial Advisors - Page 1306 | AdvisorFinder