L. Jane Heist Wealth Management, Inc.
L. Jane Heist Wealth Management, Inc. (CRD# 152785) is a financial advisory firm headquartered in , . They manage $13,711,776 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts31ACCOUNTS
Average Account Value$442,315
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lynda Heist (CRD# 4766060) is an Investment Advisor Representative working at L. Jane Heist Wealth Management, Inc. in Scottsdale, AZ and has over 12 years of experience in the finance industry.