Heather E Hawley
Investment adviser representative at Kestra Advisory Services, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm 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 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
Experience
15 years in the industry.
- Kestra Advisory Services, LLCJan 2026 to now
- Kestra Investment Services LLCJan 2026 to now
- Commonwealth Financial NetworkJan 2025 to Dec 2025
- Advanced Group Finanical Services, LLC .Oct 2011 to Dec 2025
- Royal AllianceOct 2011 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 5373765
- Firm CRD
- 283330