Harrison Heffley
Professional Summary
Harrison Heffley, who also goes by Harrison Kyle Heffley, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Springdale, Arkansas and KESTRA INVESTMENT SERVICES, LLC located in Springdale, Arkansas. Harrison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Harrison has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Harrison Heffley, Harrison Kyle Heffley
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
ROCK CREEK WEALTH MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
ROCK CREEK WEALTH MANAGEMENT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
ROCK CREEK WEALTH MANAGEMENT
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.
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
ROCK CREEK WEALTH MANAGEMENT
Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
ROCK CREEK WEALTH MANAGEMENT
Current Firm
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
Contact Information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735Phone Number
(844) 553-7872# of Employees
1,359SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
192,439AUM (Assets Under Management)
$79,798,091,767Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | Cover Page | Report |
| 12/23/2024 | Cover Page | Report |
| 10/20/2023 | Cover Page | Report |
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
ROCK CREEK WEALTH MANAGEMENT
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
ROCK CREEK WEALTH MANAGEMENT
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
State Registrations and Notice Filings
(2/2/2026)
(6/26/2026)
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.
SRO Registrations
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
ROCK CREEK WEALTH MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Harrison Heffley's CRS (Customer Relationship Summary).
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
ROCK CREEK WEALTH MANAGEMENT