Gregory Hefner is a registered investment advisor, based in West Des Moines, IA, with 11 years of industry experience.
Location
1415 28th Street, Suite 335, West Des Moines, IA, 50266
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is a co-owner of Hefner Financial Inc., which facilitates securities, advisory, and insurance business, dedicating about 10% of his time. He also provides accounting and payroll services through Hefner Financial, Inc., spending about 10% of his time on this non-investment related activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations24 states
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