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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+)
HH

Heather Henderson

Nevada·CRD #7298848
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
HJ

Heather Jackson

Arizona·CRD #8158176
IA Rep

Investment Adviser Rep at DYNAMIC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
HJ

Heather Jan Tudor Evans

District Of Columbia·CRD #1013490
Dual-registered

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

Experience
45 yrs
States
6
Exams
5
Since
1981
Est. fee
AUM / Commission / Flat Fee
View profile
HJ

Heather Jean Winfield

Minnesota·CRD #3124042
Dual-registered

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

Experience
27 yrs
States
2
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
HJ

Heather J Gardner

Florida·CRD #5882325
Dual-registered

Dual-registered at BEAM WEALTH ADVISORS, INC.

Experience
15 yrs
States
4
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$75k
View profile
HJ

Heather Joy Wright

Florida·CRD #5082805
Dual-registered

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

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
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HK

Heather Katherine Boyer

Illinois·CRD #6947405
Dual-registered

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

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
HK

Heather Kristin Steiner

Texas·CRD #4908423
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
HK

Heather Kwong

California·CRD #7236289
Dual-registered

Dual-registered at IEQ CAPITAL, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
HL

Heather Lea Benash

Wisconsin·CRD #6271329
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
HL

Heather Leigh Clement

Florida·CRD #2574176
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
HL

Heather Leigh Hardee

Texas·CRD #5435385
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Flat Fee
View profile
HL

Heather Levar

New Jersey·CRD #4680682
Dual-registered

Dual-registered at ROXBURY FINANCIAL

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Flat Fee
View profile
HL

Heather L Gordon

Nevada·CRD #4970729
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
HL

Heather L Hatch

Connecticut·CRD #4597159
Dual-registered

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

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
HL

Heather Litz Pacheco

Colorado·CRD #4392724
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
HL

Heather Louise Scully

California·CRD #2605292
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HL

Heather L Rivas

Pennsylvania·CRD #7558688
IA Rep

Investment Adviser Rep at RIVER WEALTH ADVISORS LLC

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
HL

Heather L Simone

New York·CRD #6478210
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
HL

Heather Lyn Baker

Colorado·CRD #3181526
Dual-registered

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

Experience
27 yrs
States
2
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
HL

Heather Lyn Hackett

California·CRD #2904145
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HL

Heather Lynn Beckwith

Tennessee·CRD #4922324
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
19 yrs
States
1
Exams
7
Since
2007
Fee
AUM / Hourly / Flat Fee
View profile
HL

Heather Lynn Clark

Florida·CRD #2164323
Dual-registered

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

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
HL

Heather Lynn Dean

North Carolina·CRD #5781986
Dual-registered

Dual-registered at PROSPERITY - AN EISNERAMPER COMPANY

Experience
16 yrs
States
1
Exams
3
Since
2010
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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