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. Heather is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 21,991 clients with $18B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
243 advisors
Number of Clients
21,991 clients
Average Client Portfolio
$821K average
Assets Under Management
$18.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee rate is 2% for Stephens Allocation Strategies and Stephens Managed Assets Program, and up to 2.5% for other pre-paid wrap fee accounts. Fees are negotiable based on account size, type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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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 7 mos
Stephens
March 2018 - Present · 8 yrs 7 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.
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