William Heatwole, financial advisor Harrisonburg VA
96 score

William Heatwole

CRD Number: 1332547
Current Firm: Stratos Wealth Partners, Ltd

William Heatwole (CRD# 1332547) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Harrisonburg, VA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Stratos Wealth Partners, Ltd Solon, OH Jan 2013 - Current 3
Lpl Financial Charlotte, NC Nov 2010 - Current 6
Uvest Investment Services Charlotte, NC Dec 2000 - Nov 2010 9
F&m Financial Services Corp. / Stern & Heatwole Financial Group Harrisonburg, VA Jan 1998 - Nov 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
Contact Info for William M. Heatwole
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,439
    ACCOUNTS
  • Average Account Value
    $188,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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