Carol Heil
Carol Heil is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, with 29 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2001Other Business Activities
Carol is a committee member at Southeast Christian Church, serving on the investment committee since June 2023. She spends minimal time on this activity, providing general overviews of market conditions and asset allocation ideas for pension funds.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 states
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