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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.


Financial Advisors at Heritage Capital Partners,inc.
Showing 1 - 1 of 1 top financial advisors.
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 12 years of experience in the finance industry.

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