Scott Heinila, financial advisor Carlsbad CA

Scott Heinila

CRD Number: 6740408
Current Firm: Axxcess Wealth Management, LLC

Scott Heinila (CRD# 6740408) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 6 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor Carlsbad CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor Carlsbad CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Paul Lim, financial advisor Carlsbad CA
Paul S. Lim
CRD# 5084834
The Wealth Consulting Group
Company Name Location Dates Years
Axxcess Wealth Management, Llc Dba Zandbergen Group Northlake, TX Jan 2024 - Current < 1
Pcc Consulting, LLC Northlake, TX Jul 2009 - Current 14
Axxcess Wealth Management, LLC Northlake, TX Jul 2022 - Jan 2024 1
Center Street Securities, Inc. Northlake, TX Jul 2022 - Dec 2023 1
Western International Securities, Inc. San Juan Capistrano, CA Dec 2020 - Jul 2022 1
E.a. Horwitz LLC San Juan Capistrano, CA Sep 2019 - Jul 2022 2
Retirement Investment Advisors Inc. Corona, CA Sep 2021 - Sep 2021 < 1
Questar Asset Management, Inc. Minneapolis, MN Jul 2017 - Feb 2019 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2017
S63 Uniform Securities State Law Examination Jan 2021
Contact Info for Scott E. Heinila
Phone Number: (858) 217-5347
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,400
    MILLIONS
  • Total Number of Accounts
    9,690
    ACCOUNTS
  • Average Account Value
    $350,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.