Brian HeyingCRD Number: 3077855
Current Firm: Lpl Financial LLC
Brian Heying (CRD# 3077855) is an Investment Advisor Representative working at Lpl Financial LLC in Clive, IA and has over 23 years of experience in the finance industry.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Lsb Capital Management, Inc.||Des Moines, IA||Dec 2021 - Current||< 1|
|Lincoln Savings Bank||Des Moines, IA||Dec 2014 - Current||7|
|Lpl Financial, LLC||Des Moines, IA||Dec 2014 - Current||7|
|Guardian Life Ins Co||Clive, IA||Apr 2005 - Dec 2014||9|
|Park Ave Securities LLC||Clive, IA||Apr 2005 - Dec 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2004|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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