Heath Hendrickson, financial advisor Perry NY

Heath Hendrickson

CRD Number: 7468252
Current Firm: Securities America Advisors, Inc.

Heath Hendrickson (CRD# 7468252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Perry, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Perry, NY Jan 2022 - Current < 1
Securities America, Inc. Perry, NY Nov 2021 - Current < 1
Allied Cpa's, Pc Perry, NY Jan 2019 - Current 3
Robert W. Schmidt Jr., Cpa, Pc Perry, NY Jan 2018 - Dec 2018 < 1
Schmidt & Volk, Cpa's, Pc Perry, NY Dec 2010 - Dec 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Heath N. Hendrickson
Phone Number: 402-399-9111
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    45,429
    MILLIONS
  • Total Number of Accounts
    211,800
    ACCOUNTS
  • Average Account Value
    $214,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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