Theodore J. Heuchling
Professional summary
Theodore John Heuchling, who also goes by Ted Heuchling, is a registered financial advisor currently at PORTFOLIO LOGIX, LLC located in Missoula, Montana.
Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Theodore has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 28, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Theodore John Heuchling's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2019 - Present
PORTFOLIO LOGIX, LLC
Office #1: 415 N. Higgins Ave, Missoula, MT 59802February 28, 2012 - November 7, 2019
CETERA ADVISORS LLC
February 28, 2012 - November 6, 2019
CETERA ADVISORS LLC
December 12, 2003 - February 28, 2012
PACIFIC WEST FINANCIAL CONSULTANTS INC
December 12, 2003 - February 28, 2012
PACIFIC WEST SECURITIES, INC.
September 28, 1999 - December 12, 2003
S.G. LONG & COMPANY
January 4, 1999 - December 15, 1999
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 13, 1996 - December 31, 2002
BTS ASSET MANAGEMENT, INC.
January 1, 1996 - December 12, 2003
S.G. LONG & COMPANY
June 8, 1992 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
November 21, 1990 - June 5, 1992
WALNUT STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/4/2019)
(11/6/2019)
Exams
Series 28
Date: 10/3/2001
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
PORTFOLIO LOGIX, LLC
CRD#: 305082 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 265 |
| AUM (Assets Under Management) | $ 33,697,071 |
Red Flags
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