James De Tar, financial advisor Lenoir City TN

James De Tar

CRD Number: 4580388
Current Firm: Heritage Retirement Services

James De Tar (CRD# 4580388) is an Investment Advisor Representative working at Heritage Retirement Services in Lenoir City, TN and has over 21 years of experience in the finance industry. James De Tar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Heritage Retirement Services/james De Tar Lenoir City, TN Jan 2021 - Current 3
N/a Lenoir City, TN May 2020 - Dec 2020 < 1
Heritage Investors, LLC Knoxville, TN Jul 2017 - May 2020 2
Heritage Investors, LLC Knoxville, TN Apr 2009 - Jul 2017 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2005
S66 NASAA Uniform Combined State Law Examination Nov 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James L. De Tar
Phone Number: 865-719-6809
Registered State(s):
  • TN
Current Firm Details
Heritage Retirement Services
Firm's CRD Number: 312612
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $123,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TN

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