Lion Street Advisors, LLC
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About this Advisor
Carie Heckler is a financial advisor who is based out of Austin, Texas. Currently an investment advisor with Lion Street Advisors, LLC, Heckler has 10 years of practice as a registered advisor. Heckler maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Heckler is registered to work with clients in Kansas, Missouri and Texas. During their career, the advisor has held roles at Wfg Investment Inc, Lpl Financial and Lion Street Financial, LLC. Lion Street Advisors, LLC is headquartered in Austin, Texas, and has 27 locations throughout the nation. In total, Lion Street Advisors, LLC oversees $821 million in assets across 3,174 accounts and retains more than 85 people. The level of assets currently under the firm's management places it among the larger financial advisory firms in the country. The firm manages 2,400 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Lion Street Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Lion Street Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Carie Heckler Work History
Carie has 11 years of experience.
Lion Street Financial, LLC
Wfg Investment Inc
Carie Heckler has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lion Street Advisors, LLC