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Heather Harrison
16 Years of Experience
Georgetown, TX
Broker
Heather Harrison is a registered investment advisor at Cetera Investment Advisers LLC, based in Georgetown, TX, with 16 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
804 S Interstate 35, Georgetown, TX, 78628
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
December 2025 - Present · 5 mos
Cetera Investment Advisers LLC
December 2025 - Present · 5 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2013 - December 2025 · 12 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2025 · 13 yrs 2 mos
Chase Investment Services CORP.Broker
June 2009 - October 2012 · 3 yrs 4 mos
State Registrations1 state
TX
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.