Heather Rebecca Heron
Investment adviser representative at Wellth Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$26.7BFirm assets
2 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
13 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- LPL Financial LLCOct 2021 to now
- Planwise Retirement StrategiesMar 2018 to now
- Global Retirement Partners, LLCOct 2021 to Jun 2024
- Planwise Financial GroupMar 2018 to Oct 2021
- Commonwealth Financial NetworkSep 2013 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
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
- 5149829
- Firm CRD
- 330537