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.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
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 |
- TX
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Total Assets Under Management3,400MILLIONS
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Total Number of Accounts9,690ACCOUNTS
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Average Account Value$350,838
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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
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