Heath Chavis is a CFP-designated registered investment advisor, based in Gaithersburg, MD, with 12 years of industry experience.
Location
Gaithersburg, MD
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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
Heath is the sole owner of a full-service tax and accounting firm, The IBC Group, dedicating about half his time. Heath also has the ability to sell various annuity and variable insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Triad Advisors LLCBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations8 states
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