Heather Anne Grubbs
Investment adviser representative at Vanderbilt Advisory Services
11 yearsExperience
2 statesRegistered in
$2.1BFirm assets
13 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
Experience
11 years in the industry.
- Vanderbilt Advisory ServicesDec 2024 to now
- Vanderbilt Financial GroupDec 2024 to now
- Ic Advisory Services, Inc.Dec 2023 to Dec 2024
- The Investment Center, Inc.Dec 2023 to Dec 2024
- Oneamerica SecuritiesMay 2020 to Dec 2023
- American United LifeJan 2020 to Dec 2023
- Nylife Securities LLCSep 2018 to Jan 2020
- New York Life Insurance CoJun 2018 to Jan 2020
- Sage Legacy CounselDec 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 6970706
- Firm CRD
- 116537