Heritage Asset Advisors Ltd., LLP

Heritage Asset Advisors Ltd., LLP (CRD# 144125) is a financial advisory firm headquartered in , . They manage $194,996,420 in 903 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    903
    ACCOUNTS
  • Average Account Value
    $215,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Heritage Asset Advisors Ltd., LLP
Showing 1 - 5 of 5 top financial advisors.
1
Patrick F. Shinn
CRD#: 2442305
Houston, TX
96
Wealthminder
score

Patrick Shinn (CRD# 2442305) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 22 years of experience in the finance industry. Patrick Shinn 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.

2
Rebecca L. Frazier
CRD#: 2728113
Houston, TX
93
Wealthminder
score

Rebecca Frazier (CRD# 2728113) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 17 years of experience in the finance industry.

3
Amy W. Garza
CRD#: 3207556
Houston, TX
93
Wealthminder
score

Amy Garza (CRD# 3207556) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 17 years of experience in the finance industry.

4
Laura A. Smith
CRD#: 5339819
Houston, TX
93
Wealthminder
score

Laura Smith (CRD# 5339819) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 9 years of experience in the finance industry.

5
Katie E. Tennent
CRD#: 5339813
Houston, TX
93
Wealthminder
score

Katie Tennent (CRD# 5339813) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 7 years of experience in the finance industry.

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