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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+)
HL

Heather Lynn Hampshire

Texas·CRD #6648287
Dual-registered

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

Experience
9 yrs
States
1
Exams
9
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
HL

Heather Lynn Klutznick

Colorado·CRD #2983595
Dual-registered

Dual-registered at TRILOGY CAPITAL, INC.

Experience
28 yrs
States
2
Exams
7
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HL

Heather Lynn Lindsley

Wisconsin·CRD #2714396
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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HL

Heather Lynn Pacheco

Colorado·CRD #4280056
Dual-registered

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

Experience
25 yrs
States
2
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
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HL

Heather Lynn Ristanovic

Illinois·CRD #4472974
Dual-registered

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

Experience
19 yrs
States
1
Exams
7
Since
2007
Fee
AUM / Other
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HL

Heather Lynn Sellers

Pennsylvania·CRD #4819484
Dual-registered

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

Experience
21 yrs
States
3
Exams
6
Since
2005
Est. fee
AUM / Commission / Flat Fee
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HL

Heather Lynn Witten

Ohio·CRD #3240312
Dual-registered

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

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
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HM

Heather Mackenzie Searl

California·CRD #5762617
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HM

Heather Magnotta

Connecticut·CRD #7233694
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
HM

Heather Marie Allen

Florida·CRD #4495240
Dual-registered

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

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
HM

Heather Marie Church

Colorado·CRD #4393292
Dual-registered

Dual-registered at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
25 yrs
States
2
Exams
4
Since
2001
Fee
AUM / Performance-based / Other
View profile
HM

Heather Marie Coulter

Tennessee·CRD #4207040
IA Rep

Investment Adviser Rep at WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.

Experience
16 yrs
States
2
Exams
2
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
HM

Heather Marie Gosnick

Michigan·CRD #6024817
IA Rep

Investment Adviser Rep at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
HM

Heather Marie Gunter

Washington·CRD #4799954
Dual-registered

Dual-registered at STANCORP INVESTMENT ADVISERS, INC.

Experience
20 yrs
States
1
Exams
3
Since
2006
Fee
AUM / Flat Fee / Other
View profile
HM

Heather Marie Knox

North Carolina·CRD #7922632
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
3
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
HM

Heather Marie Syrett

Utah·CRD #4476158
Dual-registered

Dual-registered at COIGN CAPITAL ADVISORS LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
HM

Heather Marie Wild

Iowa·CRD #7000215
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Fee
AUM / Other
View profile
HM

Heather Mary Da Cunha

California·CRD #5140576
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
View profile
HM

Heather Maureen Henn

Georgia·CRD #2185093
Dual-registered

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

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
HM

Heather McGolerick

Maryland·CRD #2341762
Dual-registered

Dual-registered at MERITIS WEALTH MANAGEMENT, INC.

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Hourly
Minimum
$750k
View profile
HM

Heather M Davis

Arkansas·CRD #6566360
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
HM

Heather Melanie Bowman

Texas·CRD #6861057
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
HM

Heather M Gregg

Connecticut·CRD #5472365
Dual-registered

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

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
HM

Heather M Hernesko

Louisiana·CRD #5407239
Dual-registered

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

Experience
19 yrs
States
3
Exams
8
Since
2007
Est. fee
AUM / Commission / 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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