Stirling Heath

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 04/2018
  Jackson National Life Distributors Llc
  Nashville, TN
• 05/2018 → 08/2018
  Carty And Co.
  Memphis, TN
• 09/2018 → 01/2021
  Allianz Life Financial Services Llc
  Minneapolis, MN
• 09/2018 → 01/2021
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 01/2021 → 01/2025
  Lpl Financial Llc
  Covington, LA
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc (
  Clearwater, FL

Other Businesses

STIRLING HEATH ; NOT INV RELATED;TBD,FL; AUTO RACING/INSTRUCTION; AUTO RACING DRIVER/INSTRUCTOR; START DATE: 03/01/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-30
• S63 Uniform Securities Agent State Law Examination
  2013-08-29

Other Names

• Stirling Craig Heath