Michael Broadhurst, financial advisor Portsmouth VA

Michael Broadhurst

CRD Number: 1604098
Current Firm: Heritage Wealth Management Group, Ltd

Michael Broadhurst (CRD# 1604098) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Portsmouth, VA and has over 35 years of experience in the finance industry. Michael Broadhurst 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 Wealth Management Group, Ltd Norfolk, VA Feb 2021 - Current 1
Heritage Wealth Management Group, Ltd Norfolk, VA Jul 2020 - Current 2
Financial Counselors Of Virginia, Inc. Portsmouth, VA Sep 2001 - Jun 2020 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
Contact Info for Michael B. Broadhurst
Phone Number: 757-321-3725 EXT. 205
Firm Website: http://www.hwmgroup.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    160
    MILLIONS
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $302,081
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
Types of Clients
Registered States

DE, FL, NC, PA, TX, VA

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