LH
LH

Laurel Heiligstedt

26 Years of Experience
Chattanooga, TN
Broker

Laurel Heiligstedt is a registered investment advisor at Raymond James & Associates, INC., based in Chattanooga, TN, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

537 Market Street, Ste. 105, 1st & 3rd Floors, Chattanooga, TN, 37402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 9 mos
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
October 2012 - October 2021 · 9 yrs
Stifel, Nicolaus & Company, Incorporated
October 2012 - October 2021 · 9 yrs
Wells Fargo Advisors, LLC
January 2008 - October 2012 · 4 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2012 · 4 yrs 9 mos
Robert W. Baird & CO. Incorporated
May 2007 - January 2008 · 8 mos
Robert W. Baird & CO. IncorporatedBroker
March 2000 - January 2008 · 7 yrs 10 mos
State Registrations3 states
GASCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.