Paula Heffron is a CFP-designated registered investment advisor, based in Austin, TX, with 20 years of industry experience.
Location
300 West 6th Street, Suite 1550, Austin, TX, 78701-4666
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paula is an Investment Advisor Representative and Chief Compliance Officer for Stonecrest Advisors, Inc., dedicating about a third of her time. She also serves as a FINRA Hearing Committee Member and a member of the Small Firm Advisory Committee, along with being a Registered Representative for Winlo Management Group LLC.
Employment History
Current Registrations
Winlo Management Group, LLCBroker
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Svb Investment Services INC.Broker
First Citizens Asset Management, INC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
USAA Investment Management CompanyBroker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations1 state
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.