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Michael Clark Heburn

LEVEL FINANCIAL ADVISORS, INC.·EAST AMHERST, New York
Unclaimed Profile
9310 TRANSIT ROAD, EAST AMHERST, NY 14051CRD# 6466072Firm CRD# 110641
01

About

Michael Clark Heburn is a registered financial advisor based in EAST AMHERST, New York, affiliated with LEVEL FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEVEL FINANCIAL ADVISORS, INC.
LEVEL FINANCIAL ADVISORS, INC.
AUM
$621M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LEVEL FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6466072
Firm CRD# 110641
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Clark Heburn offer?
Michael Clark Heburn specializes in Financial Planning, Investment Management. Contact their office in EAST AMHERST, New York for a consultation.
What are Michael Clark Heburn's credentials?
Michael Clark Heburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Clark Heburn located?
Michael Clark Heburn is based in EAST AMHERST, New York, working with LEVEL FINANCIAL ADVISORS, INC.. Their office serves clients in the EAST AMHERST metropolitan area and surrounding communities.
How does Michael Clark Heburn charge for services?
Michael Clark Heburn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEVEL FINANCIAL ADVISORS, INC.?
LEVEL FINANCIAL ADVISORS, INC. has approximately 14 employees and manages $621M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EAST AMHERST
Rosanne Marie Braxton — LEVEL FINANCIAL ADVISORS, INC.Steven Mark Elwell — LEVEL FINANCIAL ADVISORS, INC.Elise Fay Murphy — LEVEL FINANCIAL ADVISORS, INC.Bethany May Wagner — LEVEL FINANCIAL ADVISORS, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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Research
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