HM
Heidi Morshead
from Shira Ridge Wealth Management
Heidi Morshead is a financial advisor based in California, Larkspur,
with 32 years of experience. Heidi currently works for
Shira Ridge Wealth Management.
Heidi maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Heidi Morshead works at Shira Ridge Wealth Management
Shira Ridge Wealth Management is a financial advisory firm based in Larkspur, California. It currently has approximately $218,038,490 of assets under management and employs about 4 people. Shira Ridge Wealth Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
7 years
Fee structure
and a percentage of assets under your management
Office location
100 Larkspur Landing Circle, #203, Larkspur, California, 94939
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