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Overview
Description
Heath Hamrick is an executive and is sole owner of H Cubed Financial Solutions, a $9M RIA. Heath has held an industry securities registration for 14 years and is subject to SEC oversight....Information
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other namesN/A
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Other FirmsN/A
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doing business asN/A
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typeRIA
Location
215 W Pearl St
Granbury,
TX
76048
Services
Advisor Services
There is no Services data available to display at this time.
Funds
Funds Used With Clients
There are no funds listed for this advisor at this time.
Firm Client types
There is no client type data to display at this time.
Qualifications
Experience
No timeline events available.
Employer | Years | Dates |
---|---|---|
HHH Financial Solutions d/b/a H Cubed Financial Solutions | 2 years, 10 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 |
Designations & Memberships
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Accredited Asset Management SpecialistDesignationIndividuals 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 dateMay 6, 2019
FINRA
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license statusNot registered
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disclosuresNone
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as of dateMay 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
Assets
H Cubed Financial Solutions
Last updated on Feb. 25, 2019
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$9.2MTotal Assets Under Management
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N/ATotal Assets Under Advisement
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90Accounts
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$102.7KEstimated 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.