Brian Heider, financial advisor Dallas TX

Brian Heider

CRD Number: 6554602
Current Firm: True North Advisors, LLC

Brian Heider (CRD# 6554602) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
True North Advisors, LLC Dallas, TX Aug 2014 - Current 9
Full-time Education Austin, TX Aug 2013 - Aug 2014 1

Brian Heider has no recent exams reported.
Contact Info for Brian E. Heider
Phone Number: 214-360-7300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,006
    MILLIONS
  • Total Number of Accounts
    3,532
    ACCOUNTS
  • Average Account Value
    $851,189
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, KS, LA, MO, NH, TX, VA

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