Heritage Investment Group, Inc.
Heritage Investment Group, Inc. (CRD# 113204) is a financial advisory firm headquartered in Pompano Beach, FL. They manage $1,703,041,619 in 2,051 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management1,703MILLION
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Total Number of Accounts2,051ACCOUNTS
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Average Account Value$830,347
- A percentage of assets under your management
- Financial planning services
- 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
AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI
Stacy Bliss (CRD# 2069245) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 33 years of experience in the finance industry.
Craig Chuang (CRD# 2782275) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 24 years of experience in the finance industry.
Darryl Hinkle (CRD# 2748641) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 27 years of experience in the finance industry.
Erik Johnson (CRD# 3223189) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 13 years of experience in the finance industry.
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.
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.
Nicklaus Mattingly (CRD# 5940782) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Tampa, FL and has over 12 years of experience in the finance industry.
Robert McCarver (CRD# 2484388) 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.
Timothy Slattery (CRD# 2322112) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 27 years of experience in the finance industry.