Lynn Heatwole, financial advisor Newark OH
93 score

Lynn Heatwole

CRD Number: 1258070
Current Firm: Stifel, Nicolaus & Company, Incorporated

Lynn Heatwole (CRD# 1258070) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Newark, OH and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Company, Inc. Newark, OH Aug 2004 - Current 12
Stifel Nicolaus & Company, Inc. Dublin, OH Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Lynn Heatwole
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • CA
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
93
Clean Record
This advisor has a clean track record with regulators.

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