AdFi

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+)
HS

Hector Santaella

Florida·CRD #7262902
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Hector Shariff Mendez Santiago

Puerto Rico·CRD #4423393
Dual-registered

Dual-registered at POPULAR SECURITIES, LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Other
Minimum
$50k
View profile
HV

Hector Velez Torres

Puerto Rico·CRD #2302417
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
1
Exams
7
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
HW

Hector William Laffitte-Rossy

Texas·CRD #1672889
Dual-registered

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

Experience
39 yrs
States
1
Exams
6
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
HR

Hedeliza Rivero Cunanan

California·CRD #2278888
Dual-registered

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

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
HG

Hedieh Gharib

California·CRD #7027975
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
HK

Heedy Kay Locke

Texas·CRD #2987324
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
3
Exams
6
Since
2002
Est. fee
AUM / Flat Fee
View profile
HH

He He

Washington·CRD #8124249
Dual-registered

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

Experience
1 yrs
States
1
Exams
5
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
HA

Heidi Angelique Tickle

Colorado·CRD #2802673
Dual-registered

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

Experience
23 yrs
States
2
Exams
11
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
HA

Heidi Ann Detmer

Idaho·CRD #5575251
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HA

Heidi Anne Hershman

California·CRD #4377893
IA Rep

Investment Adviser Rep at HBW ADVISORY SERVICES LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
HA

Heidi Ann Fogarty

California·CRD #2951343
Dual-registered

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

Experience
28 yrs
States
3
Exams
3
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
HA

Heidi Ann Foster

Arizona·CRD #4739930
Dual-registered

Dual-registered at AMERICAN WEALTH MANAGEMENT

Experience
18 yrs
States
7
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$300k
View profile
HA

Heidi Ann Parkhurst

Illinois·CRD #2639911
Dual-registered

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

Experience
31 yrs
States
3
Exams
7
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
HB

Heidi Birgit Harms

Illinois·CRD #2677753
Dual-registered

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

Experience
31 yrs
States
4
Exams
6
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
HC

Heidi Corrine Sherrill Fifield

California·CRD #6875104
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HD

Heidi Denise Canet

California·CRD #6541841
IA Rep

Investment Adviser Rep at MESTMAKER & PETREY WEALTH ADVISORS

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
HE

Heidi Eileen Spurlock

Idaho·CRD #4800426
Dual-registered

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

Experience
17 yrs
States
1
Exams
6
Since
2009
Fee
AUM / Other
View profile
HE

Heidi Elise Wallace

Georgia·CRD #6183699
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Flat Fee
View profile
HE

Heidi Elizabeth Schilling

Wisconsin·CRD #4686150
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
HE

Heidi Elizabeth Schultz

Wisconsin·CRD #5837177
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HE

Heidi Elizabeth Stangl

California·CRD #6595082
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
10 yrs
States
3
Exams
7
Since
2016
Est. fee
AUM / Flat Fee
View profile
HH

Heidi Hansen

Alaska·CRD #7224097
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HH

Heidi H Barnett

Texas·CRD #5142362
IA Rep

Investment Adviser Rep at CAIN, WATTERS & ASSOCIATES, LLC

Experience
20 yrs
States
1
Exams
1
Since
2006
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 1312 | AdvisorFinder