Roger Heidlebaugh, financial advisor Sunbury PA
93 score

Roger Heidlebaugh

CRD Number: 5312315
Current Firm: Bb&t Investment Services, Inc.

Roger Heidlebaugh (CRD# 5312315) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Sunbury, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bbtis Pottsville, PA Nov 2015 - Current 1
Cetera Investment Advisers LLC Pottsville, PA Jan 2014 - Nov 2015 1
Susquehanna Bank Pottsville, PA May 2012 - Nov 2015 3
Cetera Investment Services St. Cloud, MN May 2012 - Nov 2015 3
American General Frackville, PA Feb 2009 - May 2012 3
Beaconsfield Financial Services, Inc. Canonsburg, PA Mar 2009 - Apr 2012 3
Heidlebaugh Amusements Ashland, PA Sep 2004 - Jan 2012 7
Various Insurance Carriers For W & R Insurance Agencies Ashland, PA Aug 2007 - Feb 2009 1
Waddell & Reed, Inc. Harrisburg, PA Mar 2007 - Feb 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Roger D. Heidlebaugh
Phone Number: 704-954-1364
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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