Unclaimed Profile

Heath Harold Hamrick

J. TEAM FINANCIAL, INC.·ABILENE, Texas

Series 7, Series 63, Series 66Clean record19 years registeredJ. TEAM FINANCIAL, INC.

1174 N 3RD STREET, ABILENE, TX 79601CRD# 4808815Firm CRD# 134104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heath Harold Hamrick · ABILENE, TX

Registration

CRD #4808815 · J. TEAM FINANCIAL, INC. · 19 years registered

Brand Profile

Not yet started

Career History

H CUBED FINANCIAL SOLUTIONS

Mar 2017 – present

TEAM FINANCIAL STRATEGIES

Apr 2010 – Mar 2017

ABILENE, TX

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

May 2009 – Apr 2010

FORT WORTH, TX

EDWARD JONES

Feb 2007 – May 2009

BENBROOK, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · February 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J. TEAM FINANCIAL, INC.

CRD 134104 · SEC 801-78596

AUM

$203M

Regulatory assets under management

Employees

1,152 client accounts

Services offered by J. TEAM FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at J. TEAM FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Heath Harold Hamrick offer?

Heath Harold Hamrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABILENE, Texas for a consultation.

What are Heath Harold Hamrick's credentials?

Heath Harold Hamrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heath Harold Hamrick located?

Heath Harold Hamrick is based in ABILENE, Texas, working with J. TEAM FINANCIAL, INC.. Their office serves clients in the ABILENE metropolitan area and surrounding communities.

How does Heath Harold Hamrick charge for services?

Heath Harold Hamrick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J. TEAM FINANCIAL, INC.?

J. TEAM FINANCIAL, INC. has approximately 9 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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