Heritage Investment Group, Inc.

Heritage Investment Group, Inc. (CRD# 113204) is a financial advisory firm headquartered in Pompano Beach, FL. They manage $878,255,871 in 1,446 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    878
    MILLION
  • Total Number of Accounts
    1,446
    ACCOUNTS
  • Average Account Value
    $607,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, LA, MA, MD, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI

Financial Advisors at Heritage Investment Group, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Craig C. Chuang
CRD#: 2782275
2480 N.e. 23rd Street, Pompano Beach, FL 33062
96
Wealthminder
score

Craig Chuang (CRD# 2782275) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 17 years of experience in the finance industry. Craig Chuang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Darryl L. Hinkle
CRD#: 2748641
2480 N.e. 23rd Street, Pompano Beach, FL 33062
96
Wealthminder
score

Darryl Hinkle (CRD# 2748641) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 20 years of experience in the finance industry. Darryl Hinkle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stacy L. Bliss
CRD#: 2069245
2480 N.e. 23rd Street, Pompano Beach, FL 33062
93
Wealthminder
score

Stacy Bliss (CRD# 2069245) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 25 years of experience in the finance industry.

4
Erik O. Johnson
CRD#: 3223189
1540 International Parkway, Suite 2000, Lake Mary, FL 32746
93
Wealthminder
score

Erik Johnson (CRD# 3223189) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Lake Mary, FL and has over 6 years of experience in the finance industry.

5
Timothy G. Slattery
CRD#: 2322112
115 South Fielding Avenue, Tampa, FL 33606
93
Wealthminder
score

Timothy Slattery (CRD# 2322112) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Tampa, FL and has over 20 years of experience in the finance industry.

6
Frederick R. Maclean, Jr.
CRD#: 4409805
2480 N.e. 23rd Street, Pompano Beach, FL 33062
90
Wealthminder
score

Frederick Maclean, Jr. (CRD# 4409805) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has 1 year of experience in the finance industry. Frederick Maclean, Jr. has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Nicklaus B. Mattingly
CRD#: 5940782
115 South Fielding Avenue, Tampa, FL 33606
90
Wealthminder
score

Nicklaus Mattingly (CRD# 5940782) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.

8
David K. Teas
CRD#: 6037772
2480 N.e. 23rd Street, Pompano Beach, FL 33062
90
Wealthminder
score

David Teas (CRD# 6037772) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has 1 year of experience in the finance industry. David Teas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Anne B. Maclean
CRD#: 2484394
2480 N.e. 23rd Street, Pompano Beach, FL 33062
87
Wealthminder
score

Anne Maclean (CRD# 2484394) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has 1 year of experience in the finance industry.

10
Frederick R. Maclean
CRD#: 316284
2480 N.e. 23rd Street, Pompano Beach, FL 33062
87
Wealthminder
score

Frederick Maclean (CRD# 316284) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has 1 year of experience in the finance industry.

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