Thomas Heinzel (CRD# 7679175) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, GA and has 1 year of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 1742325
Edward Jones
CRD# 3154271
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Gainesville, GA | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville, GA | Dec 2022 - Current | 1 |
| J.p. Morgan Chase & Co | Athens, GA | May 2022 - Dec 2022 | < 1 |
| University Of Georgia | Athens, GA | Jan 2020 - Dec 2022 | 2 |
| Truist Financial Corporation | Athens, GA | Aug 2018 - Dec 2021 | 3 |
| Oconee County Physical Therapy | Athens, GA | Aug 2021 - Oct 2021 | < 1 |
| Fat Joe's Burritos | Griffin, GA | Jan 2018 - Aug 2018 | < 1 |
| Spalding High School | Griffin, GA | Aug 2014 - May 2018 | 3 |
| Cracker Barrel | Mcdonough, GA | Apr 2017 - Nov 2017 | < 1 |
| Truett's Grill | Griffin, GA | Oct 2016 - Apr 2017 | < 1 |
| Zaxby's | Locust Grove, GA | Jul 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- GA
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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