Heather
Goldsby
Q3 Asset Management Corporation
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About this Advisor
Heather Goldsby is a financial advisor who works in Birmingham, Michigan who has 4 years of industry experience. Goldsby currently works for Q3 Asset Management Corporation. During their career, the advisor has held roles at Q3 Asset Management Corporation, Mi State University, Dept. Of Computer Science And Engineering, Hjg Research LLC, Beacon Center For Evolution In Action, Mi State University, Miami University and Kerr Laboratory, University Of Washington. Goldsby holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Michigan. Q3 Asset Management Corporation is a company operating out of Birmingham, MI. The investment advisory business has a total of 12 advisors. It handles $619 million in assets across its 3,505 client accounts, placing it among the larger firms in the country by assets under management. Of its 3,505 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, publication of newsletters, market timing services and other services. Fees charged by financial advisors largely are based on the financial services. However, fee types charged by Q3 Asset Management Corporation can be comprised of some blend of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Q3 Asset Management Corporation Brokerage Details
$619,036,511
12
3,505
$176,615
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Market timing services
- Other
Heather Goldsby Work History
Heather has been registered as a financial advisor for 4 years.*
Q3 Asset Management Corporation
Hjg Research LLC
Mi State University, Dept. Of Computer Science And Engineering
Beacon Center For Evolution In Action, Mi State University
Miami University
Kerr Laboratory, University Of Washington
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Heather Goldsby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Q3 Asset Management Corporation
Tampa, FL
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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