Kevin Heckman is a CFA-designated registered investment advisor, based in Fort Washington, PA, with 11 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Fort Washington, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin is a landlord for a rental property in Philadelphia, PA since 2021. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Easterly Securities LLC
Easterly Investment Partners LLC
Easterly Securities LLCBroker
Previous Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Glenmede Investment Management, LP
Quasar Distributors, LLCBroker
State Registrations7 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.
Exams
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