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William Chris Heath

Advisory Services Network

Richmond, TX

Atlanta, GA

Richmond, TX

CRD 715926

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2016-11-29
TX RA APPROVED 2016-03-24
  • LA RA
    APPROVED
    Since 2016-11-29
  • TX RA
    APPROVED
    Since 2016-03-24

Branch Locations

9711 S Mason Road Suite 125-127, Richmond, TX 77407 • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Richmond, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Myco Company Houston TX 11/1980 Present
William C. Heath Houston TX 11/1980 Present
Advisory Services Network, Llc Atlanta GA 02/2016 Present
  • 11/1980 → Present
    Myco Company
    Houston, TX
  • 11/1980 → Present
    William C. Heath
    Houston, TX
  • 02/2016 → Present
    Advisory Services Network, Llc
    Atlanta, GA
Previous Registrations
  • 1985-07-24 → 2016-02-12
    Barrington Financial Advisors, Inc.
    Houston, TX
  • 1997-07-08 → 2015-12-31
    Center For Financial Planning, Inc.
    Modesto, CA
  • 1985-07-24 → 2009-11-11
    Cetera Wealth Services, Llc
    Houston, TX
    Houston, TX
Other Businesses

1) MYCO COMPANY, SOLE PROPRIETOR, START DATE 1980. 30 HRS/MON, TOTAL 1-2 HRS DURING TRADING. INDEPENDENT REAL ESTATE & MORTGAGE BROKER. ASSIST CLIENTS WITH RE & MORTGAGE TRANSACTIONS, SERVICING & MONITORING. 4) WILLIAM C. HEATH, INDEPENDENT INSURANCE AGENT, START DATE 11/1980, 20 HRS/MON, TOTAL 1-2 HRS DURING TRADING. INSURANCE SALES - SALE OF LIFE, HEALTH, AND LONG-TERM CARE INSURANCE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-11-07
  • S63 Uniform Securities Agent State Law Examination
    1980-11-07
Other Names
  • Bill Heath

View on SEC IAPD

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