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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-29-2011
- Office Locations
- 1
Office Locations
About Hearon Advisory Group, LLC
Hearon Advisory Group, LLC is an independent Florida-based RIA serving individuals and families with straightforward financial planning and investment advice across retirement, education funding, and estate planning. President/CEO Bruce Hearon (Series 65; also a licensed realtor and life insurance agent) often helps clients deploy tax-qualified assets into alternative investments such as real estate, using risk-tolerance-based strategies. Custody via Fidelity/NFS.
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Owner & Executives
BRUCE ANDREW HEARON
Investment Advisor
- CRD
- #5244836
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,759,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,759,760 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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