Paula Kay Heffron
CFP®Professional Summary
Paula Kay Heffron, CFP®, who also goes by Paula Kay Durham, Paula Heffron, Paula Kay Tewalt, is a registered financial advisor currently at STONECREST ADVISORS, INC. located in Austin, Texas and STONECREST CAPITAL MARKETS, INC. located in Austin, Texas. Paula is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Paula has worked at 11 firms and has passed the Series 63, Series 99TO, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paula Kay Durham, Paula Heffron, Paula Kay Tewalt
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ASHTON STEWART WEALTH MANAGEMENT INC. | STONECREST PARTNERS | STONECREST ADVISORS, INC. | SCHILD INVESTMENT ADVISORS, INC. | REDWINE & COMPANY INC | BHS ADVISORY GROUP INC.
Contact Information
Main Address
300 West 6th Street Suite 1550, Austin, TX 78701-4666Phone Number
(866) 342-1069# of Employees
25SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
477AUM (Assets Under Management)
$398,800,521Similar Advisors
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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.
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Primary Firm SEC Registration
ASHTON STEWART WEALTH MANAGEMENT INC. | STONECREST PARTNERS | STONECREST ADVISORS, INC. | SCHILD INVESTMENT ADVISORS, INC. | REDWINE & COMPANY INC | BHS ADVISORY GROUP INC.
State Registrations and Notice Filings
(11/20/2024)
(11/20/2024)
(6/2/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Paula Kay Heffron's CRS (Customer Relationship Summary).
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