Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lunsford is a financial advisor with over 10 years of experience in the industry. Heather currently works for LPL Financial LLC, and previously worked for CUSO Financial Services, LP, PNC Investments, and BBVA Securities Inc. Heather has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
01/18/2024 - Present
LPL Financial LLC (ATASCOCITA TX)
TX
06/06/2022 - 01/17/2024
CUSO FINANCIAL SERVICES, L.P. (HUMBLE TX)
TX
08/16/2021 - 05/23/2022
PNC INVESTMENTS (KINGWOOD TX)
TX
07/31/2013 - 08/16/2021
BBVA SECURITIES INC. (CROSBY TX)
IA
Issued 10/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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