Heidi Linda Rexford
Investment adviser representative at Hazard & Siegel Advisory Services LLC
19 yearsExperience
1 stateRegistered in
$449.8MFirm assets
16 yearsFirm in business
Are you Heidi Linda Rexford? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Hazard & Siegel Advisory Services LLCJan 2013 to now
- Hazard & Siegel IncJan 2013 to now
- Jackson Hewitt Tax ServicesJan 2009 to Nov 2022
- Altoona Area Public LibraryJan 2007 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hazard & Siegel Advisory Services LLC
$449.8MAssets managed
150Clients
27Advisers
16 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
- 4525092
- Firm CRD
- 151462