Heather HaleCRD Number: 4470449
Current Firm: Peak Financial Planning, LLC
Heather Hale (CRD# 4470449) is an Investment Advisor Representative working at Peak Financial Planning, LLC in Nashville, TN and has over 16 years of experience in the finance industry. Heather Hale 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.
Corvus Capital Management LLC
Retirement Resources Management, LLC
Fifth Third Securities, Inc.
|Peak Financial Planning, LLC||Nashville, TN||Apr 2017 - Current||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jul 2016 - Mar 2017||< 1|
|Nashville Private Wealth Management||Nashville, TN||Jul 2016 - Mar 2017||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2016 - Mar 2017||< 1|
|Metlife Securities||Franklin, TN||Jan 2015 - Jul 2016||1|
|Transamerica Financial Advisors, Inc.||Brentwood, TN||Aug 2007 - Jan 2015||7|
|Connect2docs||Miamisburg, OH||Apr 2014 - Oct 2014||< 1|
|Quality Systems Inc/ Perma Crete||Nashville, TN||Dec 2010 - Apr 2014||3|
|Investment Advisors International||Brentwood, TN||Dec 2007 - Jan 2012||4|
|World Group Securities, Inc.||Brentwood, TN||Mar 2003 - Jan 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Mar 2004|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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