Heather
Henn

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2185093
Investment Advisor
in Atlanta, GA
Are you Heather Henn? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Heather Henn is a certified financial planner based out of Atlanta, Georgia, who has been in the advisory business for 20 years. Henn is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Henn has gained experience at Banc Of America Investment Services, Inc, Bank Of America, N.A, Banc Of America Insurance Services, Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Henn has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business based in Atlanta, Georgia. The company has offices in 2,958 locations and a total of 40,146 financial advisors. It handles $820 billion in assets under management among its 2,272,151 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 4,667 charities and foundations. Of its 2,272,151 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules depend on which service is provided. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3455 Peachtree Rd Ne
Atlanta, GA 30326

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

GA Average: $7,464,549,021
Total Number of Employees

41,217

GA Average: 88
Total Number of Accounts

2,472,247

GA Average: 3,892
Average Account Size

$322,494

GA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Heather Henn Work History

Heather has 20 years of experience.

2009 - Present (10 years)

Bank Of America, N.A

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

1998 - 2009 (11 years)

Banc Of America Investment Services, Inc

1998 - 2009 (11 years)

Banc Of America Insurance Services, Inc

Disclosures

Heather Henn has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started