Hayden Heinz (CRD# 7868199) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Overridge Wealth Advisors | Fort Worth, TX | Jan 2024 - Current | < 1 |
| Uber | Lubbock, TX | Apr 2022 - Dec 2023 | 1 |
| Texas Tech University | Lubbock, TX | Aug 2019 - Dec 2023 | 4 |
| Overridge Wealth Advisors | Fort Worth, TX | May 2023 - Aug 2023 | < 1 |
| Red River Roofing | Mansfield, TX | May 2021 - Aug 2021 | < 1 |
| Noah's Pool Cleaning Service | South Lake, TX | May 2020 - Aug 2020 | < 1 |
| Fort Brewery | Fort Worth, TX | May 2019 - Aug 2019 | < 1 |
| Fellowship Academy | Kennedale, TX | Aug 2017 - Jun 2019 | 1 |
| Walnut Creek Country Club | Mansfield, TX | May 2017 - Aug 2018 | 1 |
| Mansfield High School | Mansfield, TX | Aug 2015 - Jun 2017 | 1 |
| Wester Middle School | Frisco, TX | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
| S63 | Uniform Securities State Law Examination | May 2023 |
- TX
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts1,078ACCOUNTS
-
Average Account Value$232,089
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, LA, TX
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