HV
HV

Heather Vangilder

19 Years of Experience
Jonesboro, AR
2 DisclosuresBroker

Heather Vangilder is a registered investment advisor at Stephens, based in Jonesboro, AR, with 19 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 21,784 clients with $16B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
21,784 clients
Average Client Portfolio
$755K average
Assets Under Management
$16.4B

Fee Structure

Stephens Inc. offers several investment management programs with fees based on a percentage of assets managed. Fees are negotiable and vary from client to client. Fees for some programs are charged quarterly in arrears, while others are charged monthly in advance. Clients may also incur markups or markdowns on fixed income transactions. Some programs may also have performance-based fees.

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Location

2479 Browns Lane, Jonesboro, AR, 72401

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History

Regulatory History (2)
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Judgment / Lien
September 2025
Judgment / Lien
August 2025
Employment History
Current Registrations
StephensBroker
March 2018 - Present · 8 yrs 2 mos
Stephens
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - November 2017 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - November 2017 · 9 yrs 6 mos
Morgan Stanley & CO. Incorporated
May 2007 - June 2008 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley Dw INC.Broker
September 2006 - April 2007 · 7 mos
State Registrations47 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Heather Vangilder - Financial Advisor | TrueAdvisor