Heidi Harmon, ChFC®

Independent Branch Financial Consultant

+1 812-558-3838

Financial credentials

  • Chartered Financial Consultant®
  • Series 7, 66 Securities Licenses

Experience

27 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2017-present
  • Marketing Director, Cardinal Stage Company, 2011-2016
  • Realtor, Century 21, 1996-2000
  • Legal Assistant, Credit Services, 1995-1996

Personal interests and affiliations

  • Lotus Education and Arts Foundation, Board Member 2019-present
  • Leadership Bloomington, Monroe County 2017
  • Cardinal Stage Company, Marketing Committee Member 2016

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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