Heidi King (CRD# 5021599) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lebanon, TN and has over 17 years of experience in the finance industry.
CRD# 715254
Lpl Financial LLC
CRD# 6061788
Canterbury Consulting Incorporated
CRD# 5875146
Sageguard Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Service, Inc. | Lebanon, TN | Oct 2013 - Current | 10 |
| Raymond James Financialservices Advisors Inc. | Lebanon, TN | Oct 2013 - Current | 10 |
| Wilson Bank & Trust Investment Services | Lebanon, TN | Oct 2013 - Current | 10 |
| Wilson Bank & Trust | Lebanon, TN | Sep 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- TN
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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