Heritage Capital Partners,inc.
Heritage Capital Partners,inc. (CRD# 120748) is a financial advisory firm headquartered in Charlotte, NC. They manage $28,954,005 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$459,587
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Loy Thompson (CRD# 4793896) is an Investment Advisor Representative working at Heritage Capital Partners,inc. in Charlotte, NC and has over 13 years of experience in the finance industry.