BH
BH

Brian William Heffernan

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Loading...

Location

Tewksbury Federal Credit Union, 752 Main Street, Tewksbury, MA, 01876

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brian operates his LPL business through Northeast Planning Associates Inc. He also sells non-variable insurance products, including life, health, and LTC. Brian spends about 20% of his time providing financial planning and consulting services through Northeast Planning Associates, an independent investment advisor firm.

Employment History
Current Registrations
LPL Financial LLC
August 2007 - Present · 18 yrs 6 mos
LPL Financial LLC
July 2007 - Present · 18 yrs 7 mos
LPL Financial LLCBroker
July 2007 - Present · 18 yrs 7 mos
Northeast Planning Associates, INC.
July 2004 - Present · 21 yrs 7 mos
Previous Registrations
Mutual Service Corporation
December 2003 - September 2004 · 9 mos
Mutual Service CorporationBroker
November 2003 - December 2007 · 4 yrs 1 mo
Veravest Investment Advisors, INC.
October 2003 - November 2003 · 1 mo
Veravest Investments, INC.Broker
May 2002 - November 2003 · 1 yr 6 mos
State Registrations11 states
AZCAFLINMAMENHRISCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.