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Heather Hinrichs

2 Years of Experience
San Diego, CA
1 DisclosureBroker

Heather Hinrichs is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

4707 Executive Dr, San Diego, CA, 92121-3091

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History

Regulatory History (1)
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Judgment / Lien
February 2024
Employment History
Current Registrations
LPL Financial LLC
October 2025 - Present · 7 mos
LPL Financial LLC
April 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Edgewater Capital, LLCBroker
April 2015 - December 2015 · 8 mos
Financial West GroupBroker
May 2014 - April 2015 · 11 mos
State Registrations1 state
UT
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 Hinrichs - Financial Advisor | TrueAdvisor