professional profile
William G Heckman, CFP
Overview
William G Heckman is an insurance agent, a registered representative and an investment adviser representative based in PA, with 35 years in the industry.
- Years in the industry
- 35
- States licensed
- 1
- States registered
- 7
- Carrier appointments
- 15
Contact
1 business email and 3 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 7 states
4 lines of authority, with every state and its dates
Firms
- Osaic Wealth, Inc.Current firm
- Wealth Management Associates, Inc.Current firm
Employment history since 1991
Carriers
15 active carrier appointments
Book and practice
Firm assets under management on file
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