Roger Heidlebaugh, financial advisor Allentown PA
93 score

Roger Heidlebaugh

CRD Number: 5312315
Current Firm: Bb&t Securities, LLC

Roger Heidlebaugh (CRD# 5312315) is an Investment Advisor Representative working at Bb&t Securities, LLC in Allentown, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities, LLC Pottsville, PA Jan 2018 - Current < 1
Bbtis Pottsville, PA Nov 2015 - Current 2
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: 804-643-1811
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    18,055
    MILLIONS
  • Total Number of Accounts
    42,521
    ACCOUNTS
  • Average Account Value
    $424,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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

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