Heather Bennett, financial advisor Honolulu HI
92 score

Heather Bennett

CRD Number: 6248954
Current Firm: Park Avenue Securities LLC

Heather Bennett (CRD# 6248954) is an Investment Advisor Representative working at Park Avenue Securities LLC in Honolulu, HI and has over 3 years of experience in the finance industry. Heather Bennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Gabe Stepanic, financial advisor Honolulu HI
Gabe Stepanic
CRD# 4620767
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
103
Similar Advisors
David Chang, financial advisor Honolulu HI
David S. Chang
CRD# 5020283
Wealthbridge, Inc.
Score
98
Similar Advisors
Steven Clissold, financial advisor Honolulu HI
Steven J. Clissold
CRD# 1683617
Sjc Capital Advisors LLC
Score
98
Professional Designations
Company Name Location Dates Years
Park Avenue Securities Honolulu, HI Oct 2013 - Current 3
Guardian Life Insurance Honolulu, HI Mar 2013 - Current 3
Unemployed Honolulu, HI Oct 2012 - Mar 2013 < 1
Duryea & Assoc Cpas Honolulu, HI Jan 2008 - Oct 2012 4
A Warren Duryea Cpa Honolulu, HI Jun 2005 - Dec 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Heather D. Bennett
Phone Number: 1-888-600-4667
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Heather Bennett and other advisors.
BADGES
92
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.