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Brian H
Series 63, Series 66
Austin, TX
Conviction Wealth Management LLC
Brian Heath is a financial advisor at Conviction Wealth Management LLC in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Sax Wealth Advisors, T3 Trading Group, and Maxim Group LLC. Outside of finance, Heath is CEO of BPH Handyman Services LLC, a business providing repair and improvement services. Conviction Wealth Management primarily serves individuals and high-net-worth clients, offering portfolio management and financial planning with a focus on mutual funds, ETFs, fixed income, real estate funds, annuities, and private placements. The firm employs a long-term trading approach integrating modern portfolio theory with quantitative and technical analyses and operates under a fiduciary standard.
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