Christopher Heilman
Christopher Heilman is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Exmore, VA, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
4376 Lankford Hwy, Unit B, Exmore, VA, 23350
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2017Other Business ActivitiesSells Insurance
Christopher owns multiple real estate properties, dedicating minimal time to each, as property managers handle most operations. He is also a managing partner and financial advisor at Freedom Fiduciary Advisors, providing financial planning, investment advice, and insurance services, which takes nearly all of his time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Suntrust Investment Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations23 states
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.