Paula Kay Heffron
Investment adviser representative at Stonecrest Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$398.8MFirm 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
13 years in the industry.
- Winlo Management Group LLCDec 2024 to now
- Stonecrest Advisors, Inc.Nov 2024 to now
- Stonecrest Capital Markets, Inc.Nov 2024 to now
- First Citizens BankApr 2024 to Nov 2024
- Svb WealthAug 2023 to Nov 2024
- Svb Investment Services, Inc.Jun 2023 to Jan 2024
- First Citizens Asset ManagementJan 2021 to Nov 2024
- First Citizens Investor ServicesAug 2019 to Nov 2024
- Black Ink ConsultingMar 2013 to Mar 2018
- USAA Financial Advisors, IncMay 2011 to Aug 2019
- USAA Investment Management CompanyMay 2011 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stonecrest Advisors, Inc.
$398.8MAssets managed
477Clients
20Advisers
3 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
- 4901921
- Firm CRD
- 142095