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HH

Heath H. Hamrick

H CUBED FINANCIAL SOLUTIONS
Granbury, TX
Some features on this profile are disabled
CRD#: 4808815
HH

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

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/25/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/5/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/2/2004
General Securities Representative Examination

Current Firm

HC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts96
AUM (Assets Under Management)$ 29,305,454

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

H CUBED FINANCIAL SOLUTIONS

CRD#: 287494Granbury, TX

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