Nanette Heggie
Nanette Heggie is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lafayette, LA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
140 Rue Beauregard, Suite B, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nanette is an officer of the Beauregard Palms Condominium Association, owner of Heggie Investment Partners LLC, and has power of attorney for her son. She is also a partner and owner of NCS Heggie Properties LLC, which owns and rents office space to Heggie Investment Partners LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations23 states
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