Heather Wilson (CRD# 6797615) is an Investment Advisor Representative working at Hughes Financial Services, LLC in Herndon, VA and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hughes Financial Services, LLC | Herndon, VA | Apr 2021 - Current | 3 |
| Charles Schwab | Indianapolis, IN | Aug 2020 - Apr 2021 | < 1 |
| Purdue University | West Lafayette, IN | Aug 2017 - May 2020 | 2 |
| Purdue University | West Lafayette, IN | Jan 2018 - Dec 2019 | 1 |
| Charles Schwab | Indianapolis, IN | Jun 2019 - Aug 2019 | < 1 |
| Cedarbrook Camp Of Ohio | Madison, OH | Jul 2017 - Jul 2018 | 1 |
| Purdue University | West Lafayette, IN | Aug 2017 - Dec 2017 | < 1 |
| Giant Eagle | Chagrin Falls, OH | Aug 2015 - Dec 2017 | 2 |
| Ameriprise Financial | Independence, OH | May 2017 - Aug 2017 | < 1 |
| School | Chesterland, OH | May 2004 - Jun 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- VA
-
Total Assets Under Management510MILLIONS
-
Total Number of Accounts2,739ACCOUNTS
-
Average Account Value$186,216
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, DC, FL, MD, NC, NH, NY, SC, TN, TX, VA
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