Heather Schara, financial advisor Albuquerque NM
93 score

Heather Schara

CRD Number: 3014338
Current Firm: Cue Financial Group, Inc.

Heather Schara (CRD# 3014338) is an Investment Advisor Representative working at Cue Financial Group, Inc. in Albuquerque, NM and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cue Financial Group Inc. Clancy, MT Feb 2013 - Current 3
Foothill Securities, Inc. Clancy, MT Feb 2013 - Current 3
Batie & Company Capital Management LLC Albuquerque, NM Feb 2013 - Current 3
Insurance Sales Albuquerque, NM Feb 2013 - Current 3
Morgan Stanley Smith Barney Albuquerque, NM Jun 2009 - Feb 2013 3
Morgan Stanley & Company, Incorporated Albuquerque, NM Apr 2007 - Feb 2013 5
Morgan Stanley Dw, Inc. Albuquerque, NM Feb 2006 - Apr 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2008
S63 Uniform Securities State Law Examination Apr 1998
Contact Info for Heather L. Schara
Phone Number: 602-252-0911
Registered State(s):
  • AZ
  • CA
  • CO
  • NM
  • TX
  • IL
  • UT
  • MT
By the Numbers
  • Total Assets Under Management
    383
    MILLIONS
  • Total Number of Accounts
    1,794
    ACCOUNTS
  • Average Account Value
    $213,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, IL, MI, MT, NC, NE, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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