Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lynn Douglass is a financial advisor registered in Georgia with Merit Financial Advisors. Heather has been in the financial services industry since 1999. Previously, Heather has worked for Lincoln Investment Planning, Inc. , Cambridge Investment Research, Inc., and LPL Financial LLC. Heather holds Series 6, 7, 63, and 66 securities licenses. In addition to her role at Merit Financial Advisors, Heather is also a notary public and Vice President of the Holman Place Subdivision Homeowners Association.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Consulting fees
1
2
GA
11/22/2023 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
11/17/2023 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
02/18/2016 - 10/02/2023
LPL FINANCIAL LLC (GAINESVILLE GA)
GA
08/14/2007 - 10/26/2015
LPL FINANCIAL LLC (DACULA GA)
PA
06/14/2006 - 07/19/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)
PA
08/28/1998 - 04/27/2006
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BOTH
Issued 12/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Heather Douglass is the right advisor for you? Invested Better is here to help.
