Heather Garrett Calfy
Investment adviser representative at Cetera Investment Advisers LLC
27 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Temple Public SchoolsMay 2024 to now
- Cetera Investment Advisers, LLCJan 2024 to now
- Cetera Wealth Services, LLCApr 2022 to now
- First Financial Equity CorporationOct 2018 to Apr 2022
- Wells Fargo Advisors Financial Network, LLCJul 2017 to Oct 2018
- Temple Town TrusteeApr 2017 to Apr 2021
- Edward Jones InvestmentsOct 1999 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OK).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4068620
- Firm CRD
- 105644