Heath Hamrick (CRD# 4808815) is an Investment Advisor Representative working at H Cubed Financial Solutions in Granbury, TX and has over 19 years of experience in the finance industry. Heath Hamrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
CRD# 4578669
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hhh Financial Solutions D/b/a H Cubed Financial Solutions | Granbury, TX | Feb 2017 - Current | 7 |
| Team Financial Strategies | Abilene, TX | Apr 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$136,405
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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