Candance Bryan Heavner

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2020 → 12/2020
  Abc Of Catawba County
  Newton, NC
• 10/2010 → 03/2020
  Lineberger's Cattle Company
  Sherrills Ford, NC
• 12/2020 → 03/2025
  Edward Jones
  Lincolnton, NC
• 03/2025 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Copper Hill Entertainment Type: Date: 08/29/24 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: 2024 Compensation during leave. City-State: Culver City CA ****

Exams

• S66 Uniform Combined State Law Examination
  2025-01-17

Other Names

• Candy B Heavner