Denise Heitsman
Denise Heitsman is a registered investment advisor at LPL Financial LLC, based in Anderson, CA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3006 Martha St, Anderson, CA, 96007
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Regulatory History (1)
Customer Dispute
December 2017Other Business ActivitiesSells Insurance
Denise is involved in non-variable insurance activities since 2009 and real estate rental since 2010. She spends minimal time (3%) purchasing an office building to rent from herself and her husband.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 states
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.