Marvin HeflinCRD Number: 4526819
Current Firm: Edward Jones
Marvin Heflin (CRD# 4526819) is an Investment Advisor Representative working at Edward Jones in Monahans, TX and has over 15 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
|Edward Jones||St Louis, MO||Apr 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)