Heckman Financial & Insurance Services, Inc.
Heckman Financial & Insurance Services, Inc. (CRD# 111549) is a financial advisory firm headquartered in San Jose, CA. They manage $82,343,900 in 253 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management82MILLION
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Total Number of Accounts253ACCOUNTS
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Average Account Value$325,470
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
Robert Ericson (CRD# 1213692) is an Investment Advisor Representative working at Heckman Financial & Insurance Services, Inc. in San Jose, CA and has over 39 years of experience in the finance industry.
Roger Gainer (CRD# 1921135) is an Investment Advisor Representative working at Heckman Financial & Insurance Services, Inc. in San Jose, CA and has over 32 years of experience in the finance industry.
Eric Heckman (CRD# 2220911) is an Investment Advisor Representative working at Heckman Financial & Insurance Services, Inc. in San Jose, CA and has over 32 years of experience in the finance industry.
Kevin McClelland (CRD# 5446055) is an Investment Advisor Representative working at Heckman Financial & Insurance Services, Inc. in San Jose, CA and has over 15 years of experience in the finance industry.