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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+)
HR

Heather Renee Schaber

Wisconsin·CRD #5597355
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
HR

Heather Renee Sullivan

Kansas·CRD #6062313
Dual-registered

Dual-registered at MIDWEST FINANCIAL GROUP LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
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HR

Heather Rose Bitner

California·CRD #5954507
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM
Minimum
$50k
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HR

Heather Rose Johnson

Texas·CRD #2717896
Dual-registered

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

Experience
30 yrs
States
1
Exams
11
Since
1996
Est. fee
AUM / Commission / Flat Fee
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HR

Heather Ryan O'Connor

Minnesota·CRD #6089592
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
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HS

Heather Sara Levine

New York·CRD #5307938
Dual-registered

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

Experience
19 yrs
States
2
Exams
6
Since
2007
Est. fee
AUM / Commission / Flat Fee
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HS

Heather Seymour Krause

Texas·CRD #5726935
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Flat Fee
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HS

Heather S Mulcahy

Florida·CRD #7857500
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

States
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
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HS

Heather Stewart Williams

Michigan·CRD #2349057
IA Rep

Investment Adviser Rep at POINTE CAPITAL MANAGEMENT LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
HS

Heather Sue Hoch

Georgia·CRD #6904196
IA Rep

Investment Adviser Rep at IFG ADVISORY, LLC

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

Heather Sue McDaniel

Texas·CRD #6817844
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
HS

Heather Sue Meeks

Vermont·CRD #5400868
Dual-registered

Dual-registered at SUMMIT WEALTH GROUP LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
HS

Heather Sue Weller

Texas·CRD #8276172
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Heather T Cleary

North Carolina·CRD #5560835
Dual-registered

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

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

Heather Trinh Lore

Colorado·CRD #5440098
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
HW

Heather Wegner Wald

California·CRD #6692471
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
HZ

Heather Ziron

Illinois·CRD #5731664
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
15 yrs
States
3
Exams
6
Since
2011
Est. fee
AUM / Flat Fee
View profile
HH

Heath Hancock

Kansas·CRD #8050854
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

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

Heath McCullough

California·CRD #7994238
IA Rep

Investment Adviser Rep at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Experience
2 yrs
States
5
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
HN

Heath Nicholas Hanich

California·CRD #4735082
Dual-registered

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

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
HN

Heath Nicholas Hendrickson

New York·CRD #7468252
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HP

Heath Patrick Abernathy

Texas·CRD #2785474
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HR

Heath Randall Clevenger

Florida·CRD #8291720
IA Rep

Investment Adviser Rep at CORE WEALTH ADVISORS, INC.

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
HR

Heath Ryan Davis

Pennsylvania·CRD #4783766
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
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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