Douglas Heske, financial advisor San Francisco CA
93 score

Douglas Heske

CRD Number: 1458182
Current Firm: Grow Capital Management

Douglas Heske (CRD# 1458182) is an Investment Advisor Representative working at Grow Capital Management in San Francisco, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. San Francisco, CA Oct 2011 - Feb 2016 4
Stone & Youngberg LLC San Francisco, CA Apr 2011 - Oct 2011 < 1
Sterne Agee San Francisco, CA Feb 2011 - Apr 2011 < 1
Nollenberger Capital Partners Inc. San Francisco, CA Apr 2004 - Feb 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Apr 1995
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:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Douglas C. Heske
Phone Number: 4153097811
Firm Website: http://www.growapp.us
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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BADGES
93

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