Matthew Heller, financial advisor Macon GA

Matthew Heller

CRD Number: 5050933
Current Firm: Day & Ennis, LLC

Matthew Heller (CRD# 5050933) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has over 15 years of experience in the finance industry. Matthew Heller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jeptha Abell, financial advisor Macon GA
Jeptha P. Abell
CRD# 2064155
Valic Financial Advisors, Inc.
Similar Advisors
John Albertson, financial advisor Macon GA
John M. Albertson
CRD# 4286283
Patton Albertson Miller Group, LLC
Similar Advisors
Frank Anderson, financial advisor Macon GA
Frank W. Anderson
CRD# 5101699
Woodbury Financial Services, Inc.
Professional Designations
Company Name Location Dates Years
Day & Ennis, LLC Macon, GA Apr 2013 - Current 8
Valic Financial Advisors Macon, GA Mar 2006 - Apr 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Matthew E. Heller
Phone Number: 478-474-7480
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    773
    ACCOUNTS
  • Average Account Value
    $467,129
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States

GA, TX

Ready to hire a financial advisor? Get competitive proposals from Matthew Heller and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.