Heath Sorenson, financial advisor Rockford IL
93 score

Heath Sorenson

CRD Number: 4528655
Current Firm: Raymond James Financial Services Advisors, Inc.

Heath Sorenson (CRD# 4528655) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockford, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Rockford, IL Jan 2015 - Current 1
Raymond James Financial Services, Inc. Effingham, IL Dec 2011 - Current 5
Midland States Bank Effingham, IL May 2010 - Current 6
Amcore Investment Group Rockford, IL Jan 1997 - May 2010 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Heath W. Sorenson
Phone Number: 727-567-5877
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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