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HB

Heath A. Barber

SAMCO CAPITAL MARKETS
Cypress, TX
Some features on this profile are disabled
CRD#: 4684639
HB

Professional summary


Heath Alan Barber, who also goes by Heath Allan Barber, is a registered financial professional currently at SAMCO CAPITAL MARKETS, INC. located in Cypress, Texas.

Heath is registered as a RR (Registered Representative) and started their career in finance in 2003. Heath has worked at 6 firms and has passed the Series 63, SIE, Series 50 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Heath Allan Barber

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Heath Alan Barber's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 16, 2018 - Present

SAMCO CAPITAL MARKETS, INC.

BD
CRD#: 136532
Cypress, TX
Past

April 1, 2017 - July 13, 2018

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
HOUSTON, TX
Past

October 29, 2013 - April 1, 2017

COASTAL SECURITIES, INC.

BD
CRD#: 27834
HOUSTON, TX
Past

October 1, 2008 - October 25, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HOUSTON, TX
Past

July 1, 2004 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
HOUSTON, TX
Past

October 6, 2003 - July 1, 2004

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(7/16/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 2/20/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SC
SAMCO CAPITAL MARKETS, INC.
SAMCO CAPITAL MARKETS, INC.

CRD#: 136532 / SEC#: , 8-67023

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
6805 Capital Of Texas Highway Suite 350, Austin, TX 78731
Mailing Address
6805 Capital Of Texas Highway Suite 350, Austin, TX 78731
Phone number
(512) 794-9100
Established
Texas since 05/09/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SAMCO HOLDINGS, INC.SHAREHOLDER
ENGEMOEN, ROGER JAMES JRCHAIRMAN, DIRECTOR1506062
MALDONADO, OLGA INEZ RCFO, CONTROLLER, FINOP1974097
MANNES, JOSEPH REIDCSO, PRESIDENT, ROSFP1946872
MAVERICK, JOSEPH LEE JRCHIEF COMPLIANCE OFFICER, ROSFP2170350

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SAMCO CAPITAL MARKETS, INC.

CRD#: 136532Cypress, TX

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