Heather Trudeau (CRD# 7787675) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Newport, VT and has 1 year of experience in the finance industry.
CRD# 1491088
Lpl Financial LLC
CRD# 2338825
Cambridge Investment Research Advisors, Inc.
CRD# 4759452
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heather Trudeau's Insurance Agency | Newport, VT | Mar 2024 - Current | < 1 |
| State Farm Investment Management Corp | Newport, VT | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp | Newport, VT | Mar 2024 - Current | < 1 |
| State Farm Insurance | Derby Line, VT | Aug 2023 - Mar 2024 | < 1 |
| State Farm Vp Management Corp. | Derby Line, VT | Aug 2023 - Mar 2024 | < 1 |
| The Powers Agency | St Johnsbury, VT | Mar 2022 - Aug 2023 | 1 |
| Walmart | Derby, VT | Dec 2021 - Mar 2022 | < 1 |
| Claire's Cleaning Service | Newport, VT | Sep 2021 - Nov 2021 | < 1 |
| Decker's Dairy | Morgan, VT | Jun 2021 - Sep 2021 | < 1 |
| Dairy Aire Farm | Holland, VT | Jun 2020 - Jun 2021 | 1 |
| Wright's Sport Shop | Newport, VT | Jul 2019 - Jun 2020 | < 1 |
| Nelson's Dairy | Irasburg, VT | Jan 2019 - Jun 2019 | < 1 |
| Dairy Aire Farm | Holland, VT | Mar 2018 - Dec 2018 | < 1 |
| Trudeau Dairy | Hardwick, VT | Feb 2008 - Mar 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NH
- VT
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
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