Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Anne Crake is a financial advisor with over 20 years of experience in the financial services industry. Heather has worked with a variety of firms, including Edward Jones, Merrill Lynch, and LPL Financial. Heather is currently registered with LPL Enterprise, LLC and provides financial planning, consulting, and portfolio management services for individuals and businesses. Heather is committed to helping clients achieve their financial goals and has a passion for educating them on their options.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
11/14/2024 - Present
LPL Enterprise, LLC (HENDERSONVILLE NC)
FL
09/07/2016 - 10/05/2017
BB&T INVESTMENT SERVICES, INC. (BOCA RATON FL)
AR
01/02/2014 - 09/08/2016
LPL FINANCIAL LLC (EL DORADO AR)
AR
08/20/2012 - 01/03/2014
EDWARD JONES (EL DORADO AR)
FL
12/20/2010 - 06/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
08/30/2006 - 05/29/2009
ALLSTATE FINANCIAL SERVICES, LLC (PLANTATION FL)
FL
09/26/2005 - 08/01/2006
MORGAN STANLEY DW INC. (STUART FL)
TX
11/03/1999 - 10/09/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MD
07/23/1998 - 07/19/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
02/22/1996 - 03/04/1997
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 10/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Heather Crake is the right advisor for you? Invested Better is here to help.
