Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Barnett is an Investment Advisor Representative with Cain, Watters & Associates, LLC. Heidi has been in the industry since September 2002 and is licensed to provide financial advice in Texas. Heidi earned the Series 65 license on May 4, 2006, and has been registered with the state of Texas since May 8, 2006. Cain, Watters & Associates, LLC is a registered investment advisor with approximately $3.5 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals, charitable organizations, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
05/08/2006 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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