Amy Heffline, financial advisor King Of Prussia PA
90 score

Amy Heffline

CRD Number: 3178852
Current Firm: Lockwood Advisors Inc.

Amy Heffline (CRD# 3178852) is an Investment Advisor Representative working at Lockwood Advisors Inc. in King Of Prussia, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pershing LLC Jersey City, NJ Jan 2011 - Current 5
Lockwood Advisors, Inc. King Of Prussia, PA Jul 2010 - Current 6
Bnymellon Managed Investments King Of Prussia, PA Jul 2010 - Dec 2010 < 1
Pnc Global Investment Servicing King Of Prussia, PA Jan 2006 - Jul 2010 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Amy L. Heffline
Phone Number: 484-801-8100
Registered State(s):
  • AL
  • IA
  • FL
  • GA
  • AR
  • IL
  • IN
  • DC
  • KS
  • KY
  • LA
  • MD
  • MI
  • MN
  • MS
  • MO
  • NC
  • OH
  • OK
  • PA
  • SC
  • TX
  • WI
  • WV
  • NE
  • ND
  • SD
  • VA
By the Numbers
  • Total Assets Under Management
    5,954
    MILLIONS
  • Total Number of Accounts
    37,342
    ACCOUNTS
  • Average Account Value
    $159,436
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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