Joshua Heard, financial advisor The Woodlands TX

Joshua Heard

CRD Number: 7368556
Current Firm: Ubs Financial Services Inc.

Joshua Heard (CRD# 7368556) is an Investment Advisor Representative working at Ubs Financial Services Inc. in The Woodlands, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. The Woodlands, TX Jun 2021 - Current < 1
N/a Conroe, TX May 2020 - Jun 2021 1
The University Of Texas At Austin Austin, TX Aug 2017 - May 2020 2
Ds Recreational Services, Inc. Houston, TX May 2016 - Aug 2018 2
Panola College Carthage, TX Aug 2015 - May 2017 1
N/a Conroe, TX May 2015 - Aug 2015 < 1
Grimaldi's Coal Brick-oven Pizzeria The Woodlands, TX Jan 2015 - May 2015 < 1
Oak Ridge High School Conroe, TX Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Joshua T. Heard
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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