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David Jeffery Heim is a financial advisor professional located in Nixa, MO. They specialize in financial advisory.
David Jeffery Heim - Strategic Wealth Advisors Group, Inc. holds an active professional license (FINRA CRD) for your protection.
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David Jeffery Heim operates Strategic Wealth Advisors Group, Inc. in Nixa, Missouri, offering financial advisory services. He holds a FINRA CRD registration (License #2068976), which enables him to provide securities-related guidance and investment recommendations. Clients evaluating financial advisors should verify current licensing status and understand the scope of services offered before engaging.
A FINRA CRD (Central Registration Depository) license indicates that David Jeffery Heim is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and advisors in the United States. This registration means he has met regulatory requirements and is authorized to conduct securities transactions and provide investment advice. FINRA oversight includes compliance monitoring, continuing education requirements, and rules governing client interactions. Clients working with a FINRA-registered advisor have access to FINRA's dispute resolution processes and can verify registration details through FINRA's BrokerCheck system.