Lee Heyde (CRD# 4602062) is an Investment Advisor Representative working at Independent Financial Group, LLC in Warsaw, IN and has over 20 years of experience in the finance industry.
CRD# 2245020
Lpl Financial LLC
CRD# 2362499
Cetera Investment Advisers LLC
CRD# 2837589
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | San Diego, CA | Sep 2019 - Current | 4 |
| Lpl Financial LLC | Warsaw, IN | Jul 2003 - Sep 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
- IN
-
Total Assets Under Management6,751MILLIONS
-
Total Number of Accounts30,369ACCOUNTS
-
Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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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