Heritage Financial Advisory, LLC

Heritage Financial Advisory, LLC (CRD# 315898) is a financial advisory firm headquartered in Jacksonville, FL. They manage $8,745,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10199 Southside Blvd, Suite 105, Jacksonville, FL 32256
http://www.heritagefinancialadvisory.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $236,351
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Heritage Financial Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Carnivale, financial advisor Jacksonville FL
Gregory Carnivale
CRD#: 2315686
10199 Southside Blvd., Suite 105, Jacksonville, FL 32256

Gregory Carnivale (CRD# 2315686) is an Investment Advisor Representative working at Heritage Financial Advisory, LLC in Jacksonville, FL and has over 13 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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