George Edward Heathcote
Investment adviser representative at LPL Financial LLC
40 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you George Edward Heathcote? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
40 years in the industry.
- LPL Financial LLCJul 2025 to now
- Rv Seasonal Storage, LLCAug 2020 to now
- Premier FmsMar 2019 to now
- Ridgeline LodgeSep 2016 to now
- dba Micro Business BenefitsDec 2005 to now
- Rental PropertyMar 1986 to now
- Next Financial Group, Inc.Mar 2022 to Jul 2025
- National Social Security Association, LLCAug 2021 to Jul 2025
- The Krause Agency, Inc.Apr 2021 to Jul 2025
- College Funding Solutions, Inc.Aug 2019 to Mar 2022
- Community Living AllianceNov 2016 to Feb 2019
- Heartland Institute for Financial EducationNov 2015 to Mar 2022
- Madison Christian Generosity CouncilSep 2015 to Mar 2022
- Transamerica Financial Advisors, IncJan 2012 to Mar 2022
- World Financial GroupJul 2007 to Jul 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5394655
- Firm CRD
- 6413