Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Paul Cohen, financial advisor Richmond VA
89 score

Paul Cohen

CRD Number: 6235102
Current Firm: Heritage Wealth Advisors

Paul Cohen (CRD# 6235102) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 3 years of experience in the finance industry.

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Financial Freedom Planners
Company Name Location Dates Years
Heritage Wealth Advisors Richmond, VA Feb 2009 - Current 7
Piedmont Realty & Construction Crozet, VA Sep 2011 - Jan 2013 1
The Tax Complex Richmond, VA Jan 2011 - Sep 2011 < 1
Rsm Mcgladrey Richmond, VA Aug 2008 - Jan 2011 2
Us Trust, Bank Of America Charlottesville, VA Jun 2006 - Aug 2008 2
Skeen Law Offices Charlottesville, VA Jan 2004 - Jun 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Paul S. Cohen
Phone Number: 804-643-4080
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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