HG
HG
Heather Grubbs
6 Years of Experience
Montgomery, AL
3 DisclosuresBrokerSells Insurance
Heather Grubbs is a registered investment advisor, based in Montgomery, AL, with 6 years of industry experience.
Location
5027 Mercer Street, Montgomery, AL, 36116
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Regulatory History (3)
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Judgment / Lien
December 2025Judgment / Lien
October 2025Employment Separation After Allegations
January 2020Other Business ActivitiesSells Insurance
Heather owns The Longevity Financial Group, LLC, where she conducts fixed insurance sales, dedicating a significant portion of her time. She also owns The Longevity Firm, LLC (business consulting), Boss Lady Investments, LLC (property management), Winn Grubbs, LLC (office space management), and is an author/speaker/mentor.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
December 2024 - Present · 1 yr 7 mos
Vanderbilt Advisory Services
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Ic Advisory Services, INC.
December 2023 - December 2024 · 1 yr
The Investment Center, INC.Broker
December 2023 - December 2024 · 1 yr
Oneamerica Securities, INC.
July 2020 - December 2023 · 3 yrs 5 mos
Oneamerica Securities, INC.Broker
May 2020 - December 2023 · 3 yrs 7 mos
Nylife Securities LLCBroker
October 2019 - February 2020 · 4 mos
State Registrations5 states
ALAZFLGATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.