Michael Heffernan (CRD# 4808634) is an Investment Advisor Representative working at S Squared Advisors LLC in Austin, TX and has over 19 years of experience in the finance industry.
CRD# 1025249
Charles Schwab & Company, Inc.
CRD# 4339437
Financial Aurora, LLC
CRD# 6127521
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| S Squared Advisors LLC | Austin, TX | Apr 2016 - Current | 8 |
| Kappa Asset Management LLC | Austin, TX | Jan 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- TX
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$3,068,427
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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