Heath H. Hamrick

H CUBED FINANCIAL SOLUTIONS

Granbury, TX

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CRD#: 4808815

Professional summary

Heath Harold Hamrick, CFP® is a registered financial advisor currently at H CUBED FINANCIAL SOLUTIONS located in Granbury, Texas.

Heath is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Heath has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Heath Harold Hamrick's 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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

March 31, 2017 - Present

H CUBED FINANCIAL SOLUTIONS

RIA

CRD#: 287494

Granbury, TX

Past

April 13, 2010 - March 27, 2017

TEAM FINANCIAL STRATEGIES

RIA

CRD#: 134104

ABILENE, TX

Past

May 12, 2009 - April 23, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

FORT WORTH, TX

Past

May 11, 2009 - April 23, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

FORT WORTH, TX

Past

February 9, 2007 - May 13, 2009

EDWARD JONES

RIA

CRD#: 250

BENBROOK, TX

Past

August 3, 2004 - May 13, 2009

EDWARD JONES

CRD#: 250

BENBROOK, TX

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/31/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/25/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/5/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/2/2004

General Securities Representative Examination

Current Firm

H CUBED FINANCIAL SOLUTIONS

H CUBED FINANCIAL SOLUTIONS | HHH FINANCIAL SOLUTIONS, LLC

CRD#: 287494 / SEC#:

Texas

Registered Investment Advisory firm - (3/31/2017 Approved)

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Contact information

Main Address

Granbury, TX

Mailing Address

Phone number

(817) 291-5583

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	117
AUM (Assets Under Management)	$ 24,383,047

Red Flags

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

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Heath H. Hamrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heath Harold Hamrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

H CUBED FINANCIAL SOLUTIONS

TEAM FINANCIAL STRATEGIES

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/25/2007

Series 63

Date: 8/5/2004

Series 7

Date: 8/2/2004

Current Firm

H CUBED FINANCIAL SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

H CUBED FINANCIAL SOLUTIONS

TRUST BUT VERIFY

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