ChooseAFinancialAdvisor.com
Advisors / Ohio / Wadsworth
8yrs

Heather McMaster

Financial advisor at LPL Financial

Heather McMaster is a fiduciary financial advisor in Wadsworth, Ohio, with 8 years in the industry. Heather joined LPL Financial in 2021, after three years at Edward Jones. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

One of 34 advisors with offices in Wadsworth, and one of 30 fiduciaries.

Wadsworth, OHFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience8 years (since 2019)
How that compares ?8 years in the industry
OfficeWadsworth, OH
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
    LPL Financial LLCCurrent firm
  2. 2019 – 2021
    Edward JonesPreviously

Questions to ask Heather

Tailored to Heather’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 LPL Financial at (704) 733-3300 and ask for Heather McMaster. Heather works from the Wadsworth, OH office.

How long has Heather been a financial advisor?

Heather has been in the industry since 2019, about 8 years. 8 years in the industry.

What licenses does Heather hold?

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?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Heather for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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