Charles Heekin, financial advisor Delray Beach FL

Charles Heekin

CRD Number: 1737715
Current Firm: Millennial Wealth Advisors

Charles Heekin (CRD# 1737715) is an Investment Advisor Representative working at Millennial Wealth Advisors in Delray Beach, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Millennial Wealth Advisors. LLC Chicago, IL Dec 2014 - Current 9
Clarity Holdings, LLC Chicago, IL Sep 2012 - Dec 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Charles L. Heekin
Phone Number: 312-637-1850
Registered State(s):
  • FL
  • IL
  • OH
Current Firm Details
Millennial Wealth Advisors
Firm's CRD Number: 174201
By the Numbers
  • Total Assets Under Management
    82
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $2,152,921
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, OH

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