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David Lee Hecht

Valeo Financial Advisors, LLC

Carmel, IN

South Haven, MI

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Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-11-11
IN RA APPROVED 2018-01-15
  • MI RA
    APPROVED
    Since 2022-11-11
  • IN RA
    APPROVED
    Since 2018-01-15

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

South Haven, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
None Indianapolis IN 07/2016 12/2017
Valeo Financial Advisors Indianapolis IN 01/2018 Present
  • 07/2016 → 12/2017
    None
    Indianapolis, IN
  • 01/2018 → Present
    Valeo Financial Advisors
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-11
  • S65 Uniform Investment Adviser Law Examination
    1996-01-11
Designations

View on SEC IAPD

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Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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