Steven Heithecker (CRD# 2504709) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chico, CA and has over 29 years of experience in the finance industry.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heitheckr & Shanks Financial | Chico, CA | Mar 2020 - Current | 4 |
| None | Chico, CA | Jan 2019 - Current | 5 |
| Bidwell Wealth Advisors | Chico, CA | Nov 2015 - Current | 8 |
| Heithecker Financial | Chico, CA | Apr 2014 - Current | 10 |
| Raymond James Financial Services, Inc. | Chico, CA | Sep 2012 - Current | 11 |
| Raymond James Financial Services Advisors Inc. | Chico, CA | Sep 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S66 | NASAA Uniform Combined State Law Examination | May 2000 |
- CA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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