Heidi Strauss (CRD# 1257403) is an Investment Advisor Representative working at Strauss Financial Group in Hoover, AL and has over 39 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strauss Wealth Advising, Inc. | Hoover, AL | Nov 2020 - Current | 3 |
| Strauss Financial Group | Birmingham, AL | Apr 1991 - Nov 2020 | 29 |
| Strauss Financial Group | Birmingham, AL | May 1988 - Nov 2020 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- AL
-
Total Assets Under Management190MILLIONS
-
Total Number of Accounts705ACCOUNTS
-
Average Account Value$269,500
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AL, GA, LA, TX
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