Heather Calfy is a registered investment advisor at Cetera Investment Advisers LLC, based in Duncan, OK, with 7 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
728 W Main St, Duncan, OK, 73533
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather serves on the Walters/Cotton County E911 Board, is a managing member of Preacher's Kid Brewing LLC, works as a salesperson for Color Street, is an operations manager at YS Asset Management, co-owns rental property, is a notary public, serves on the Temple Area Food Bank board, and coaches high school softball. None of these activities involve selling insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
First Financial Equity CorporationBroker
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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