Heather Bloom
Heather Bloom is a registered investment advisor at Raymond James & Associates, INC., based in Coeur D Alene, ID, with 16 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
2100 Northwest Blvd., Suite 260, Coeur D Alene, ID, 83814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather owns rental real estate property since 2014. She dedicates minimal time to this activity and does not work on it during her work hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations3 states
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