Carie
Heckler

Lion Street Advisors, LLC

CRD#4557559
Investment Advisor
in Austin, TX

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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

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

515 Congress Ave Suite 2500
Austin, TX 78701

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$820,893,806

TX Average: $3,042,739,679
Total Number of Employees

85

TX Average: 49
Total Number of Accounts

3,174

TX Average: 2,315
Average Account Size

$258,631

TX Average: $1,314,358

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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.

2012 - Present (8 years)

Lion Street Financial, LLC

2012 - 2012 (< 1 year)

Lpl Financial

2009 - 2011 (2 years)

Wfg Investment Inc

Disclosures

Carie Heckler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lion Street Advisors, LLC

Joseph Mcdowell
Memphis, TN
Matthew Sweat
Dublin, GA
Thomas Horwat
Pittsburgh, PA
Robert Nienaber
Sacramento, CA
Eric Stiba
Waco, TX
Jonathan Krueger
Chesterfield, MO
Stacy Hayes
Tyler, TX
Shawn Higley
Portland, OR

This content was compiled from the SEC and FINRA.

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