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Donald Franklin Heishman

Acorn Financial Advisory Services, Inc.

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About Donald Franklin Heishman

Donald Franklin Heishman is a registered investment advisor representative with Acorn Financial Advisory Services, Inc. in Harrisonburg, VA. Donald has been in the industry for over 6 years and has experience in fixed insurance, asset management, and financial planning services. Donald holds the Series 66, SIE, and Series 7 licenses. Donald has previous experience with THE STRATEGIC FINANCIAL ALLIANCE, INC. and TRIAD ADVISORS LLC.

Firm Information

Donald Heishman is currently registered with Acorn Financial Advisory Services, Inc.. Acorn Financial Advisory Services, Inc. is a registered investment advisor located in RESTON, VA, with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit sharing plans. They also offer educational seminars and select other advisors for their clients.
Acorn Financial Advisory Services, Inc.

1875 CAMPUS COMMONS DRIVE

RESTON, VA 20191

$1.11B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory portfolio management services other registered investment advisers

Subadvisory portfolio management services other registered investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets managed via a subadvisory arrangement

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Donald Heishman’s Registration & Firm History

VA

06/06/2018 - Present

Acorn Financial Advisory Services, Inc. (Harrisonburg VA)

VA

06/07/2018 - 03/31/2021

THE STRATEGIC FINANCIAL ALLIANCE, INC. (Harrisonburg VA)

VA

07/18/2017 - 06/04/2018

TRIAD ADVISORS LLC (HARRISONBURG VA)

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Licenses & Designations

BOTH

Issued 12/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Franklin Heishman.
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