Stephen Hecker (CRD# 4751495) is an Investment Advisor Representative working at Bcd Advisors in Springboro, OH and has over 19 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Capital Distributors | Springboro, OH | Sep 2021 - Current | 2 |
| Armor Financial Management, LLC | Springboro, OH | May 2016 - Current | 7 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Jan 2015 - Current | 9 |
| Sterne Agee Financial Services, Inc. | Troy, OH | Sep 2014 - Current | 9 |
| Heckler/lentz Partnership | Dayton, OH | Jan 2004 - Current | 20 |
| Sa Stone Wealth Management Inc. | Birmingham, AL | Sep 2014 - Jun 2021 | 6 |
| Sa Stone Investment Advisors Inc. | Birmingham, AL | Sep 2014 - Jun 2021 | 6 |
| Pinnacle Advisory Group | Dayton, OH | Nov 2003 - May 2016 | 12 |
| Wrp Investments, Inc. | Youngstown, OH | Jun 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- OH
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Total Assets Under Management35MILLIONS
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Total Number of Accounts364ACCOUNTS
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Average Account Value$96,155
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, IL, MI, MO, MS, NC, OH, TX
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