Heather Lynn Dean

Employer firm

Prosperity - An Eisneramper Company CRD 133777

$5.04B regulatory AUM 209 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2005 → 02/2024
  Hughes Pittman & Gupton Llp
  Raleigh, NC
• 04/2010 → 10/2019
  1St Global Advisors, Inc.
  Raleigh, NC
• 04/2010 → 10/2019
  1St Global Capital Corp.
  Raleigh, NC
• 10/2019 → 08/2024
  Avantax Investment Services, Inc.
  Raleigh, NC
• 10/2019 → 08/2024
  Avantax Advisory Services
  Raleigh, NC
• 11/2006 → 08/2024
  Hpg Wealthcare Advisors, Llc
  Raleigh, NC
• 02/2024 → Present
  Eisneramper
  Raleigh, NC
• 08/2024 → Present
  Prosperity - An Eisneramper Company
  Raleigh, NC

Previous Registrations

• 2019-10-25 → 2024-08-19
  Avantax Advisory Services
  Raleigh, NC
  Raleigh, NC
  Dallas, TX
• 2010-06-15 → 2019-10-25
  1St Global Advisors Inc
  Raleigh, NC

Other Businesses

1) EISNERAMPER POSITION: Partner NATURE: Tax and Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 125 START DATE: 02/01/2024 ADDRESS: 1500 Sunday Drive, Suite 300, Raleigh NC 27607, United States DESCRIPTION: Tax and Accounting 2) Rental Property - Investment Related. 06/2024. Zero hours devoted to business during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-14

Other Names

• Heather Lynn Drake