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Heather Haynes

7 Years of Experience
Lubbock, TX
Broker

Heather Haynes is a registered investment advisor at Cetera Investment Advisers LLC, based in Lubbock, TX, with 7 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

Lubbock, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Heather assists financial advisors with investment-related and tax return-related paperwork at Wymer Brownlee, dedicating nearly full-time hours to this. She also works for Wymer Brownlee Wealth Strategies Investment Division.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
October 2020 - September 2025 · 4 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2018 - September 2025 · 6 yrs 11 mos
State Registrations2 states
OKTX
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.
Heather Haynes - Financial Advisor | TrueAdvisor