John
Heaney

Latitude Advisors, LLC

CRD#4145069
Investment Advisor
in Vero Beach, FL

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About this Advisor

John Heaney is a financial advisor operating out of Vero Beach, Florida who has 13 years of industry experience. Heaney is on the advisory team at Latitude Advisors, LLC. Heaney has gained experience at Various Insurance Carriers, Dana S Beane And Company, Gwn Securities Inc and Latitude Advisors, LLC. Heaney maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and New Hampshire. Latitude Advisors, LLC is an advisory business with a branch in Vero Beach, Florida. The firm has offices in 25 locations and a total of 75 financial advisors. It manages $349 million in assets across its 1,320 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,320 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on the type of financial services. However, fees billed by Latitude Advisors, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Vero Beach, FL

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Latitude Advisors, LLC Brokerage Details

Total Assets Under Management

$348,576,000

Total Number of Employees

75

Total Number of Accounts

1,320

Average Account Size

$264,073

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Heaney Work History

John has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Gwn Securities Inc

2010 - Present (14 years)

Latitude Advisors, LLC

2000 - Present (24 years)

Various Insurance Carriers

2002 - 2016 (14 years)

Dana S Beane And Company

*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 John Heaney 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 Latitude Advisors, LLC

Michele Hansen
Vero Beach, FL
Craig Perkins
Schaumburg, IL
Mathew Carrion
Astoria, NY
Donald Sturniolo
Vero Beach, FL
Timothy Davis
Vero Beach, FL
Stuart Lasky
Northbrook, IL
Loretta Giuliani
Crofton, MD
Donald Talbert
Vero Beach, 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.

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