HO
HO
Heidi O'dea
25 Years of Experience
Owosso, MI
1 DisclosureBroker
Heidi O'dea is a registered investment advisor at Raymond James & Associates, INC., based in Owosso, MI, with 25 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
120 W. Exchange Street, Suite 101, Owosso, MI, 48867
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2012Other Business Activities
Heidi is a board member and finance committee member for the YMCA since 2019. This activity takes a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2012 - Present · 14 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2012 - Present · 14 yrs 4 mos
Raymond James & Associates, INC.
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Edward Jones
September 2010 - February 2012 · 1 yr 5 mos
Edward JonesBroker
January 2001 - February 2012 · 11 yrs 1 mo
State Registrations20 states
AKCAFLGAHIIAILINKYMINCNDPASCSDTXUTVAWAWI
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.