Nancy
Hecht
Certified Advisory Corp
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About this Advisor
Nancy Hecht is a certified financial planner based in Altamonte Springs, Florida who has 30 years of industry experience. Hecht is on the advisory team at Certified Advisory Corp. During their career, Hecht has held roles at Transam Securities, Inc, Certified Advisory Corp, Certified Insurance Corp, Maitland Securities, Inc and Fortune Financial Services. Hecht is approved to operate in Florida, Louisiana and Texas. Certified Advisory Corp is a financial advisory business that has its headquarters in Altamonte Springs, FL. The firm has offices in five locations and a total of 38 financial advisors. It manages $2 billion in assets under management across its 5,503 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 5,503 accounts, 19% belong to high-net-worth investors who have greater than $1 million in investable assets. Certified Advisory Corp provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually vary depending on which services are offered. Fee types billed by Certified Advisory Corp likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certified Advisory Corp Brokerage Details
$1,921,925,914
38
5,503
$349,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nancy Hecht Work History
Nancy has been registered as a financial advisor for 30 years.*
Fortune Financial Services
Certified Insurance Corp
Certified Advisory Corp
Maitland Securities, Inc
Transam Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nancy Hecht to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Certified Advisory Corp
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Gainesville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
