Lance Heisler (CRD# 5442113) is an Investment Advisor Representative working at Element Wealth, LLC in Theodore, AL and has over 12 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Element Wealth, LLC | Ridgeland, MS | Jul 2019 - Current | 4 |
| Pinnacle Trust | Madison, MS | Oct 2015 - Jul 2019 | 3 |
| Lpl Financial LLC | Mobile, AL | Mar 2014 - Oct 2015 | 1 |
| Trustmark National Bank | Mobile, AL | Jan 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- AL
-
Total Assets Under Management550MILLIONS
-
Total Number of Accounts1,209ACCOUNTS
-
Average Account Value$454,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, FL, LA, MS, TN, TX
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