Financial advisor
Heather Hackett
Now at Osaic · Financial Planning Department · Long Beach, CA
Registered as HEATHER LYN HACKETT
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Financial Planning Department | Commonwealth | Osaic | Lateral | March 3, 2026 | $352M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| OSAIC WEALTH, INC. | Investment adviser | February 27, 2026 | Current |
| OSAIC WEALTH, INC. | Broker-dealer | February 26, 2026 | Current |
| COMMONWEALTH FINANCIAL NETWORK | Investment adviser | February 22, 2024 | March 3, 2026 |
| COMMONWEALTH FINANCIAL NETWORK | Broker-dealer | February 22, 2024 | March 3, 2026 |
| LPL FINANCIAL LLC | Investment adviser | July 31, 2018 | February 26, 2024 |
| LPL FINANCIAL LLC | Broker-dealer | July 31, 2018 | February 26, 2024 |
| CETERA ADVISOR NETWORKS LLC | Broker-dealer | November 1, 2017 | August 24, 2018 |
| GIRARD SECURITIES, INC. | Investment adviser | April 10, 2014 | August 14, 2014 |
| FINANCIAL PLANNING DEPT., INC. | Investment adviser | June 3, 2011 | March 4, 2026 |
| GIRARD SECURITIES, INC. | Broker-dealer | March 11, 2011 | November 1, 2017 |
| WALNUT STREET SECURITIES, INC. | Broker-dealer | February 6, 2007 | March 4, 2011 |
| NFP SECURITIES, INC. | Investment adviser | March 14, 2006 | October 27, 2006 |
| NFP SECURITIES, INC. | Broker-dealer | August 15, 2005 | October 27, 2006 |
| WALNUT STREET SECURITIES, INC. | Broker-dealer | March 5, 2004 | August 17, 2005 |
| SENTRA SECURITIES CORPORATION | Broker-dealer | April 15, 2002 | December 3, 2003 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.