Heather Levar
Professional summary
Heather Levar, CFP®, who also goes by Heather Leanne Bruner, Heather L. Levar, Heather Leanne Levar, Heather Leanne Le Var, Heather Le Var, is a registered financial advisor currently at ROXBURY FINANCIAL located in Mount Arlington, New Jersey.
Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Heather has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Heather Levar's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
June 24, 2024 - Present
ROXBURY FINANCIAL
Office #1: 200 Valley Road Suite 205, Mount Arlington, NJ 07856November 8, 2021 - June 28, 2024
ADVISORY SERVICES NETWORK
January 21, 2016 - November 8, 2021
EDWARD JONES
November 2, 2015 - November 8, 2021
EDWARD JONES
May 13, 2005 - April 8, 2008
GILDER GAGNON HOWE & CO. LLC
February 10, 2004 - August 25, 2004
WELLS FARGO CLEARING SERVICES, LLC
August 20, 2003 - February 4, 2004
DPEC CAPITAL, 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
(6/24/2024)
Exams
Current Firm
ROXBURY FINANCIAL
CRD#: 330547 / SEC#: 801-130093
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 542 |
| AUM (Assets Under Management) | $ 141,541,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
ROXBURY FINANCIAL
CRD#: 330547Mount Arlington, NJ 07856TRUST BUT VERIFY
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