Donald HeishmanCRD Number: 6821478
Current Firm: Acorn Financial Advisory Services, Inc.
Donald Heishman (CRD# 6821478) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Harrisonburg, VA and has over 5 years of experience in the finance industry.
First Citizens Investor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Southland Equity Partners, LLC
|Acorn Financial Advisory Services, Inc.||Harrisonburg, VA||Jun 2018 - Current||5|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Jun 2018 - Current||5|
|Triad Advisors, Inc.||Harrisonburg, VA||Jul 2017 - Jun 2018||< 1|
|Sentara Healthcare||Harrisonburg, VA||Mar 2009 - May 2018||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management1,037MILLIONS
Total Number of Accounts4,249ACCOUNTS
Average Account Value$244,068
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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