Heidi Marie Hammond

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 06/2016 → 03/2018
  Lost Dog Cafe
  Mclean, VA
• 03/2018 → 06/2021
  Voya Financial Advisors, Inc.
  Falls Church, VA
• 06/2021 → 02/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2021 → Present
  Heidi Hammond Llc
  Vienna, VA
• 06/2023 → 02/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2024 → Present
  Lpl Financial, Llc
  Falls Church, VA

Previous Registrations

• 2023-06-29 → 2024-03-04
  Cetera Investment Advisers Llc
  Falls Church, VA
• 2021-06-09 → 2023-06-29
  Cetera Wealth Services, Llc
  Falls Church, VA
  Newark, DE
• 2018-10-03 → 2021-06-09
  Voya Financial Advisors, Inc.
  Falls Church, VA
  Newark, DE
  Windsor, CT

Other Businesses

1- 02/29/2024 / Non-Variable Insurance / Non-Variable Insurance / Investment Related / 20 hrs mth / 1 hr during trading / Start date: 01/16/2024 2- 02/29/2024 / Heidi Hammond LLC / Business Entity For Paying Expense and Payroll / Not Investment Related - At Reported Business Location(s) - 4 hrs mth / 1 hr during trading / Start date: 04/21/2021 3- 09/11/2024 - Hammond Finance LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 120 Hours Per Month/ During Trading 4.05/19/2025 - Fairfax County Public Schools - Not Investment Related - Outside/W-2 Employment - Various Locations - Start Date:06/02/2025 - 30 Hours Per Month/ 1 During Trading

Exams

• S66 Uniform Combined State Law Examination
  2018-05-25

Other Names

• Heidi Marie Jackson