Heather Crist, financial advisor New Port Richey FL
81 score

Heather Crist

CRD Number: 5566550
Current Firm: Cetera Investment Advisers LLC

Heather Crist (CRD# 5566550) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Port Richey, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisors LLC Saint Cloud, MN Jan 2014 - Current 2
Regions Bank New Port Richey, FL Jan 2013 - Current 3
Cetera Investment Services LLC St. Cloud, MN Jan 2013 - Current 3
Bank Of America, Na Countryside, FL Dec 2009 - Jan 2013 3
Merrill Lynch Tampa, FL Sep 2009 - Aug 2012 2
Morgan Keegan Tampa, FL Jun 2008 - Sep 2009 1
Morgan Keegan Tampa, FL Jun 2008 - Sep 2009 1
Regions Bank Hudson, FL May 2005 - Jun 2008 3
Regions Bank Hudson, FL May 2005 - Jun 2008 3
Crist Innovative Contractors New Port Richey, FL Oct 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Heather L. Crist
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
81

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