Loretta N. Heffron

ENDURE RETIREMENT LLC

SAN ANTONIO, TX 78209

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CRD#: 6057851

Professional summary

Loretta Nasis Heffron is a registered financial advisor currently at ENDURE RETIREMENT LLC located in San Antonio, Texas.

Loretta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Loretta has worked at 2 firms and has passed the Series 65 exam.

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.

GROUP HEALTH, INDEPENDENT PRODUCER, 119 CASA DEL VISTA, SAN ANTONIO TX, LESS THAN 6 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loretta Nasis Heffron'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

September 17, 2018 - Present

ENDURE RETIREMENT LLC

Office #1: 1600 Ne Loop 410 Suite 217, San Antonio, TX 78209

RIA

CRD#: 298200

SAN ANTONIO, TX

Past

May 28, 2015 - May 31, 2018

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

SAN ANTONIO, TX

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

Texas
(9/17/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2014

Uniform Investment Adviser Law Examination

Current Firm

ENDURE RETIREMENT LLC

ENDURE RETIREMENT LLC | ENDURE RETIREMENT, LLC

CRD#: 298200 / SEC#:

Texas

Registered Investment Advisory firm - (9/17/2018 Approved)

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Contact information

Main Address

1600 Ne Loop 410 Suite 217, San Antonio, TX 78209

Mailing Address

401 E Sonterra Blvd, Suite 375, San Antonio, TX 78258

Phone number

(210) 510-4222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 41,207,864

Red Flags

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

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Loretta N. Heffron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loretta Nasis Heffron's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDURE RETIREMENT LLC

REDHAWK WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2014

Current Firm

ENDURE RETIREMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENDURE RETIREMENT LLC

TRUST BUT VERIFY

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