Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Heaton Hendricks is a financial advisor with over 10 years of experience in the financial services industry. Will is currently registered with Lion Street Advisors, LLC and has a Series 7 and Series 66 license. Will is also a Certified Financial Planner. Previously, Will worked at J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and UBS Financial Services Inc. Will focuses on providing financial planning, pension consulting, and portfolio management for individuals and businesses. Will has a diverse client base that includes high-net-worth individuals, corporations, and pension and profit-sharing plans. Will Heaton Hendricks also owns Blue Ocean Companies, LLC, which specializes in the sale of fixed life insurance, disability insurance, long-term care insurance, and annuities.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
TX
08/13/2024 - Present
Lion Street Advisors, LLC (AUSTIN TX)
NY
09/29/2023 - 08/01/2024
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
CA
04/29/2016 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
OR
08/12/2013 - 05/10/2016
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
BOTH
Issued 09/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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