Heritage Capital Partners,inc.
Heritage Capital Partners,inc. (CRD# 120748) is a financial advisory firm headquartered in Charlotte, NC. They manage $34,548,132 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts64ACCOUNTS
Average Account Value$539,815
- 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.