Heather Metcalf (CRD# 6308207) is an Investment Advisor Representative working at Pfg Advisors in Eugene, OR and has over 10 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Eugene, OR | Sep 2020 - Current | 3 |
| Pfg Advisors | Eugene, OR | Sep 2020 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eugene, OR | Sep 2019 - Sep 2020 | 1 |
| Bank Of America, N.a. | Eugene, OR | Sep 2019 - Sep 2020 | 1 |
| Td Ameritrade, Inc. | Salem, OR | Feb 2018 - Aug 2019 | 1 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Aug 2019 | 1 |
| Scottrade | Salem, OR | Feb 2017 - Feb 2018 | 1 |
| Cuso Financial Services, LP | San Diego, CA | Jul 2016 - Feb 2017 | < 1 |
| Oregon State Credit Union | Corvallis, OR | Jul 2016 - Feb 2017 | < 1 |
| Oregon Department Of Human Services | Springfield, OR | Nov 2015 - Jul 2016 | < 1 |
| Pacific Continental Bank | Eugene, OR | Aug 2015 - Oct 2015 | < 1 |
| Td Ameritrade | Fort Worth, TX | Mar 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
- OR
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Total Assets Under Management2,333MILLIONS
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Total Number of Accounts11,752ACCOUNTS
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Average Account Value$198,543
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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