Eric Ray Heckman
Investment adviser representative at Heckman Financial & Insurance Services, Inc.
34 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$116.4MFirm assets
Are you Eric Ray Heckman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Heckman Financial & Insurance Services, Inc.Jun 1992 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Heckman Financial & Insurance Services, Inc.
$116.4MAssets managed
305Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2220911
- Firm CRD
- 111549