Heather Penrod
Heather Penrod is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 19 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
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather's husband owns Penrod's Allstar Drywall & More LLC, and she assists him with tax filing and bank account reconciliation. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Sandy Morris Financial & Estate Planning Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Franklin/templeton Distributors, INC.Broker
State Farm Vp Management CORP.Broker
Amsouth Investment Services, INC.Broker
State Registrations1 state
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