Heidi Hawes (CRD# 7058908) is an Investment Advisor Representative working at D.a. Davidson & Company in Blacksburg, VA and has over 4 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Davidson & Company | Blacksburg, VA | Aug 2022 - Current | 1 |
| Truist Investment Services, Inc. | Blacksburg, VA | Feb 2021 - Aug 2022 | 1 |
| Truist Advisory Services, Inc. | Blacksburg, VA | Feb 2021 - Aug 2022 | 1 |
| Bb&t Securities, LLC | Blacksburg, VA | Jan 2019 - Feb 2021 | 2 |
| National Bank | Blacksburg, VA | Feb 2016 - Jan 2019 | 2 |
| Farmers & Merchants Bank | New Castle, VA | Dec 2014 - Feb 2016 | 1 |
| Virginia Tech | Blacksburg, VA | Aug 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- VA
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Total Assets Under Management27,925MILLIONS
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Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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