Heritage Capital Partners,inc.

Heritage Capital Partners,inc. (CRD# 120748) is a financial advisory firm headquartered in Charlotte, NC. They manage $76,031,894 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4500 Cameron Valley Parkway, Suite 245, Charlotte, NC 28211
http://www.heritagecapitalpartners.com
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $2,054,916
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Heritage Capital Partners,inc.
Showing 1 - 1 of 1 top financial advisors.
1
Loy Thompson, financial advisor Charlotte NC
Loy D. Thompson
CRD#: 4793896
4500 Cameron Valley Parkway, Suite 245, Charlotte, NC 28211

Loy Thompson (CRD# 4793896) is an Investment Advisor Representative working at Heritage Capital Partners,inc. in Charlotte, NC and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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