Heritage Retirement Services

Heritage Retirement Services (CRD# 312612) is a financial advisory firm headquartered in , . They manage $1,950,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $121,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

TN

Financial Advisors at Heritage Retirement Services
Showing 1 - 1 of 1 top financial advisors.
1
James De Tar, financial advisor Lenoir City TN
James L. De Tar
CRD#: 4580388
Lenoir City, TN

James De Tar (CRD# 4580388) is an Investment Advisor Representative working at Heritage Retirement Services in Lenoir City, TN and has over 21 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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