Justin HeindlCRD Number: 6108998
Current Firm: Woodbury Financial Services, Inc.
Justin Heindl (CRD# 6108998) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Spencer, WV and has over 4 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Lpl Financial LLC
|Woodbury Financial Services, Inc.||Sissonville, WV||Sep 2012 - Current||5|
|Poca Valley Bank||Walton, WV||Feb 2008 - Current||9|
|Traders Bank||Spencer, WV||Nov 2006 - Feb 2008||1|
|Putnam County Bank||Hurricane, WV||Oct 2001 - Nov 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV