Heather Elsenbach (CRD# 4216024) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Dallas, GA and has over 23 years of experience in the finance industry.
CRD# 2840898
Synovus Securities, Inc.
CRD# 2849485
Money Concepts Advisory Service
CRD# 3190757
Valic Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Dallas, GA | Jul 2021 - Current | 2 |
| Raymond James & Associates, Inc. | Loves Park, IL | Oct 2009 - Sep 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- GA
- IL
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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