Jake Heyer is a CFP-designated registered investment advisor at Park Place Capital Corporation, based in Tupelo, MS, with 12 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 610 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Place Capital Corporation charges for portfolio management as a percentage of the market value of the assets under management. Fees are generally billed quarterly in advance. The fee percentage is negotiable and varies based on the amount of assets managed and the type of management. There is no minimum account size required.
Location
82A Clark Boulevard, Tupelo, MS, 38804
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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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Current Registrations
Park Place Capital Corporation
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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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