Abigale Heartbalm, financial advisor Huntsville AL

Abigale Heartbalm

CRD Number: 7817102
Current Firm: Edward Jones

Abigale Heartbalm (CRD# 7817102) is an Investment Advisor Representative working at Edward Jones in Huntsville, AL and has 1 year of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2023 - Current < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2023
Contact Info for Abigale K. Heartbalm
Phone Number: 314-515-2000
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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