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Overview
Description
Heath Hamrick is a financial professional at Team Financial Strategies, a $77M RIA based in Abilene, TX. Heath has held an industry securities registration for 12 years and is subject to SEC oversight....Information
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other namesN/A
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Other FirmsH Cubed Financial SolutionsManaging Member and Chief Compliance Officer
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doing business asN/A
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typeRIA
Location
215 W Pearl St
Granbury,
TX
76048
Services
Advisor Services
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Financial Planning
- -Comprehensive Financial Planning
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Pension Consulting
- -401k
- -403b
Funds
Funds Used With Clients
There are no funds listed for this advisor at this time.
Firm Client types
Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| HHH Financial Solutions d/b/a H Cubed Financial Solutions | 1 year, 11 months | Feb 2017 - Present |
| Team Financial Strategies | 6 years, 11 months | Apr 2010 - Mar 2017 |
| Northwestern Mutual Wealth Management Company | 10 months | Jun 2009 - Apr 2010 |
| Northwestern Mutual Investment Services, LLC | 11 months | May 2009 - Apr 2010 |
| Northwestern Mutual Life Insurance Company | 11 months | May 2009 - Apr 2010 |
| Edward Jones | 5 years | May 2004 - May 2009 |
Designations & Memberships
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Accredited Asset Management SpecialistDesignation
Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
Articles and Answers
Insights by Heath Hamrick
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Answers
Ask a financial questionAsk a questionThere are no answers for this advisor to display at this time.
Advisor Links
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Licenses & Conducts
U.S. Securities and Exchange Commission
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license statusRegistered
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disclosuresNone
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as of dateMar 26, 2017
FINRA
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license statusNot registered
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disclosuresNone
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as of dateApr 12, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
Assets
Team Financial Strategies
Last updated on May 26, 2017
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$76.5MTotal Assets Under Management
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N/ATotal Assets Under Advisement
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156Accounts
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$490.4KEstimated Average Account Balance
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Fees
Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.
