HH
HH

Howard Justin Heatherly

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

Loading...

Location

11440 W Bernardo Ct, Suite 300, San Diego, CA, 92127

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Howard is a Federal Benefit Specialist at Civil Service Benefits Network, LLC, providing federal employee benefit education through seminars and webinars. He instructs employees on their benefits, pension program, health insurance, life insurance, social security/medicare, and Thrift Savings Plan, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Wealth Watch Advisors, INC
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Allstate Financial Services, LLCBroker
July 2020 - October 2020 · 3 mos
Allstate Financial Advisors, LLC
June 2020 - October 2020 · 4 mos
Wealth Watch Advisors, LLC
September 2019 - June 2020 · 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Howard Justin Heatherly - Financial Advisor | TrueAdvisor