Keeton Heggerness (CRD# 7726300) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tukwila, WA and has 1 year of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Tukwila, WA | Apr 2023 - Current | 1 |
Unemployed | Gig Harbor, WA | Jan 2023 - Mar 2023 | < 1 |
Pacifc Lutheran University | Tacoma, WA | Jul 2022 - Dec 2022 | < 1 |
Pacific Lutheran University | Gig Harbor, WA | Aug 2018 - Dec 2022 | 4 |
Gourmet Burger Shop | Gig Harbor, WA | May 2021 - Jul 2022 | 1 |
Pacific Lutheran University | Tacoma, WA | Jul 2020 - May 2021 | < 1 |
Metagenics | Gig Harbor, WA | Apr 2020 - Jul 2020 | < 1 |
Doordash | Gig Harbor, WA | Aug 2019 - May 2020 | < 1 |
Heggerness And Bronk Cpa Group | Gig Harbor, WA | Jun 2019 - Mar 2020 | < 1 |
Peninsula High School | Gig Harbor, WA | Aug 2013 - Jun 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- TX
- WA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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