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Bill Heestand, CLU, AIF

No Current Employment Listed

Portland

OR

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Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Financial Advocates Advisory Services, LLC 8 years, 6 months Dec 2010 - Present
Lpl Financial, LLC 8 years, 7 months Nov 2010 - Present
Nrp Financial Inc 3 years, 7 months Apr 2007 - Nov 2010
The Heestand Company 34 years, 5 months Jan 1985 - Present

Designations & Memberships

  • Centre for Fiduciary Excellence
    Membership
    Centre for Fiduciary Excellence
    CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by William Heestand

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 15, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 15, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on May 15, 2019
    • $175.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 40
      number of clients
    • $4.4M
      Estimated Average Account Balance Per Client

Fees

Types of Compensation Arrangements