Sara C Heiligenthaler
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2024 to now
- Eight Eleven Group Or BrooksourceJul 2021 to May 2024
- Unemployed / StudentAug 2020 to Jul 2021
- Spectrum EnterpriseJun 2020 to Aug 2020
- Unemployed / StudentAug 2019 to Jun 2020
- Dhfs Wealth ManagementMay 2019 to Aug 2019
- Outback SteakhouseMay 2018 to Aug 2018
- Unemployed / StudentAug 2017 to May 2019
- Harris TeeterAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7939454
- Firm CRD
- 6413