Heather ChristmannCRD Number: 5630010
Current Firm: Regal Investment Advisors LLC
Heather Christmann (CRD# 5630010) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 8 years of experience in the finance industry.
Raymond James & Associates, Inc.
Tarfis Wealth Management
|Regulus Advisors, LLC||Kentwood, MI||Dec 2014 - Current||3|
|Regal Investment Advisors LLC||Kentwood, MI||Mar 2012 - Current||6|
|American Portfolios Financial Services, Inc.||Kentwood, MI||Feb 2010 - Dec 2014||4|
|Sagepoint Financial, Inc.||Kentwood, MI||Mar 2009 - Feb 2010||< 1|
|Regal Financial Group||Kentwood, MI||Dec 2008 - Feb 2010||1|
|Mvp Sports Clubs||Grand Rapids, MI||May 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2009|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management1,109MILLIONS
Total Number of Accounts8,189ACCOUNTS
Average Account Value$135,392
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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