Eric Heffke (CRD# 2719295) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in North Royalton, OH and has over 16 years of experience in the finance industry.
CRD# 2493801
Lincoln Investment
CRD# 6347040
Cetera Investment Advisers LLC
CRD# 6446314
Carnegie Investment Counsel
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tyler-stone Wealth Management, LLC | North Royalton, OH | Jan 2015 - Current | 9 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | North Royalton, OH | Jul 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
- OH
-
Total Assets Under Management460MILLIONS
-
Total Number of Accounts1,599ACCOUNTS
-
Average Account Value$287,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, FL, GA, IL, IN, MA, NC, NH, NY, OH, PA, SC, TX
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