Heather Anne Crake

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2016 → 10/2017
  Bb&T Investment Services, Inc.
  Miami Beach / Boca Raton, FL
• 12/2018 → Present
  The Prudential Insurance Company Of America
  Hendersonville, NC
• 12/2018 → 11/2024
  Pruco Securities Llc
  Hendersonville, NC
• 11/2017 → 11/2018
  Unemployed
  Hagerstown, MD
• 11/2024 → Present
  Lpl Enterprise, Llc
  Hendersonville, NC

Previous Registrations

• 2019-01-29 → 2024-11-14
  Pruco Securities, Llc.
  North Bethesda, MD
  Frederick, MD
  Hendersonville, NC
• 2016-10-04 → 2017-10-05
  Bb&T Investment Services, Inc.
  Margate, FL
  Sunrise, FL
  Deerfield Beach, FL
  Boca Raton, FL
  Orlando, FL
  Charlotte, NC
  Coral Springs, FL
  Miami Beach, FL
  Miami, FL
  South Miami, FL
  Miami Beach, FL
  Margate, FL
  Boca Raton, FL
  Coral Springs, FL
  Miami Lakes, FL
  Lauderhill, FL
• 2014-01-02 → 2016-09-08
  Lpl Financial Llc
  El Dorado, AR
  El Dorado, AR
  Alexander, AR
• 2014-06-04 → 2016-08-30
  Genwealth Financial Advisors, Llc
  Bryant, AR
• 2012-09-14 → 2014-01-03
  Edward Jones
  St Louis, MO
  El Dorado, AR
• 2011-03-08 → 2012-06-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Fort Lauderdale, FL
  Jacksonville, FL
  Fort Lauderdale, FL
• 2008-06-20 → 2009-08-06
  Allstate Financial Advisors, Llc
  Plantation, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-01
• S63 Uniform Securities Agent State Law Examination
  1996-03-15

Other Names

• Heather Anne Crake
• Heather Pearce