Harrison Heffley
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
Are you Harrison Heffley? 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
- Pension consulting
Experience
10 years in the industry.
- Kestra Investment Services, LLCMar 2026 to now
- Kestra Advisory Services, LLCDec 2025 to now
- UnemployedAug 2025 to Dec 2025
- Harding UniversityAug 2023 to Aug 2025
- Madison MallardsMay 2023 to Aug 2023
- City of Cape GirardeauAug 2022 to May 2023
- Madison MallardsMay 2022 to Aug 2022
- Harding UniversityAug 2020 to May 2022
- UnemployedMay 2020 to Aug 2020
- University of ArkansasAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 8200190
- Firm CRD
- 283330