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FH

Frank S. Hiegel

HERITAGE ASSET MANAGERS
Little Rock, AR
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CRD#: 245224
FH

Professional summary


Frank Stephen Hiegel was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1969. Prior to being barred, Frank has worked at 9 firms, which includes MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., PRUDENTIAL EQUITY GROUP LLC, ARKOMA MANAGEMENT CO., FRANK S. HEIGEL & CO., T. J. RANEY & SONS INC., RANEY SECURITIES COMPANY INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
K &F HIEGEL LLC, OWNER; INVESTMENTS; DURING BUSINESS HOURS-1, AFTER BUSINESS HOUR- 0; LITTLE ROCK, AR; START DATE: 10/2004;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Frank Stephen Hiegel's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 10, 2018 - Present

HERITAGE ASSET MANAGERS, INC.

RIA
CRD#: 134955
Little Rock, AR
Past

June 1, 2009 - April 20, 2018

MORGAN STANLEY

RIA
CRD#: 149777
LITTLE ROCK, AR
Past

June 1, 2009 - April 20, 2018

MORGAN STANLEY

BD
CRD#: 149777
LITTLE ROCK, AR
Past

July 31, 1993 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
LITTLE ROCK, AR
Past

November 19, 1992 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
LITTLE ROCK, AR
Past

August 26, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 27, 1983 - July 8, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 17, 1982 - February 3, 1983

ARKOMA MANAGEMENT CO.

BD
CRD#: 10714
Past

February 8, 1982 - September 28, 1983

FRANK S. HEIGEL & CO.

BD
CRD#: 10334
Past

December 31, 1974 - February 10, 1982

T. J. RANEY & SONS, INC.

BD
CRD#: 3128
Past

June 6, 1969 - February 4, 1975

RANEY SECURITIES COMPANY INC

BD
CRD#: 1000002

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arkansas
(5/10/2018)
IAR
Louisiana
(5/15/2018)
IAR
Texas
(5/16/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/6/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 8/4/1983
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 4/28/1983
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/16/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 12
Date: 2/19/1983
NYSE Branch Manager Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 4/26/1971
General Securities Principal Examination

Current Firm


HA
HERITAGE ASSET MANAGERS, INC.
HERITAGE ASSET MANAGERS, INC.

CRD#: 134955 / SEC#:

Arkansas
Registered Investment Advisory firm - (5/18/2005 Approved)
Louisiana
Registered Investment Advisory firm - (5/14/2018 Approved)
Texas
Registered Investment Advisory firm - (5/15/2018 Conditional Restricted)
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Contact information


Main Address
Little Rock, AR
Mailing Address
Phone number
(501) 312-7100
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts73
AUM (Assets Under Management)$ 77,760,093

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HERITAGE ASSET MANAGERS, INC.

CRD#: 134955Little Rock, AR

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