Cetera Investment Advisers
25yrs
Top 9% by experience in Mount Arlington
23yrs
Heather LeVar
Financial advisor at Roxbury Financial
Heather LeVar is a fiduciary financial advisor in Mount Arlington, New Jersey, with 23 years in the industry. Heather joined Roxbury Financial in 2024, after three years at Advisory Services Network and six years at Edward Jones. Heather holds the CFP® designation.
One of 25 advisors with offices in Mount Arlington, and one of 24 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office200 Valley Road Suite 205, Mount Arlington, NJ 07856
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$679,427
Advisors at the firm2
States licensed ?1 state
Services through Roxbury Financial
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowRoxbury FinancialCurrent firm
- 2021 – 2024Advisory Services NetworkPreviously
- 2016 – 2021Edward JonesPreviously
Questions to ask Heather
Tailored to Heather’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Heather
How do I contact Heather?
Call Roxbury Financial at 973-928-7181 and ask for Heather LeVar. Heather works from the Mount Arlington, NJ office.
How long has Heather been a financial advisor?
Heather has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Heather hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Heather a fiduciary?
Heather is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Heather paid?
Roxbury Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Heather for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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