Andrew Heinz, financial advisor Fort Worth TX
93 score

Andrew Heinz

CRD Number: 3023047
Current Firm: Lee Johnson Capital Management, LLC

Andrew Heinz (CRD# 3023047) is an Investment Advisor Representative working at Lee Johnson Capital Management, LLC in Fort Worth, TX and has over 18 years of experience in the finance industry.

Similar Advisors
Martin Day, financial advisor Fort Worth TX
Martin R. Day
CRD# 3086193
Box Financial Advisors, LLC
Score
103
Similar Advisors
Helen Stephens, financial advisor Fort Worth TX
Helen B. Stephens
CRD# 2421457
Aspen Wealth Management
Score
101
Similar Advisors
Mark Morgan, financial advisor Fort Worth TX
Mark T. Morgan
CRD# 2603450
Wells Fargo Advisors Financial Network, LLC
Score
100
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Sep 2009 - Current 7
Lee Johnson Capital Mgmt LLC Ft. Worth, TX Mar 1996 - Current 20
Intersecurities, Inc. Ft. Worth, TX Feb 1998 - Sep 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
Contact Info for Andrew C. Heinz
Phone Number: 817-738-1451
Firm Website: http://www.ljcm.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    1,453
    ACCOUNTS
  • Average Account Value
    $89,849
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, LA, TX

Ready to hire a financial advisor? Get competitive proposals from Andrew Heinz and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.