Eugene Heitman is a CFP-designated registered investment advisor, based in Lake Suzy, FL, with 26 years of industry experience.
Location
12653 SW County Road 769, Suite B, Lake Suzy, FL, 34269
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eugene is a Vice President at Arcadia Abstract and Title, and an Owner/Sole Proprietor at CPA Financial Advisor Inc, dedicating nearly full-time hours to accounting, bookkeeping, and tax preparation. He also works as an insurance sales agent through Avantax Insurance Agency, spending about 10-20% of his time selling insurance and a few hours per week acting as an agent on fixed indexed annuities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
CPA Financial Advisers, INC.
CPA Financial Advisers, INC.Broker
State Registrations2 states
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