David
Heia
Sage Advisors, LLC
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About this Advisor
David Heia is a financial advisor who works out of Edmonds, Washington, with 4 years of relevant experience. Heia currently works for Sage Advisors, LLC. During their career, Heia has held roles at Sage Advisors, LLC and Kms Financial Services, Inc. Heia has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Washington. Sage Advisors, LLC is a financial advisory company that has its headquarters in Edmonds, WA. The company has a total of 11 financial advisors. It has $372 million in assets under management between its 1,920 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,920 accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Sage Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fee schedules usually vary depending on which service is offered. Fee types billed by Sage Advisors, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sage Advisors, LLC Brokerage Details
$372,236,000
11
1,920
$193,873
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
David Heia Work History
David has been registered as a financial advisor for 4 years.*
Sage Advisors, LLC
Sage Advisors, LLC
Kms Financial Services, Inc
Kms Financial Services, 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 David Heia 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 Sage Advisors, LLC
Edmonds, WA
Edmonds, WA
Edmonds, WA
Edmonds, WA
Edmonds, WA
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