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
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts37ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Heritage Financial Advisory, LLC
1
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.
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