Heather Levar
Investment adviser representative at Roxbury Financial
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$180.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Roxbury FinancialMar 2024 to now
- Advisory Services Network, LLCNov 2021 to Jun 2024
- Edward JonesSep 2015 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Roxbury Financial
Legal name: Roxbury Financial LLC
$180.5MAssets managed
245Clients
2Advisers
2 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
- 4680682
- Firm CRD
- 330547