JAMES WALLACE HEARD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2020-10-22 | present | Yes |
| TRUEWEALTH MANAGEMENT | 2003-03-17 | 2020-10-08 | — |