Heritage Road Advisors
Heritage Road Advisors (CRD# 305458) is a financial advisory firm headquartered in Point Clear, AL. They manage $7,005,702 in 34 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$206,050
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, WA
Financial Advisors at Heritage Road Advisors
1
Mary Benedict (CRD# 2283420) is an Investment Advisor Representative working at Heritage Road Advisors in Fairhope, AL and has over 31 years of experience in the finance industry.
2
Paul Henderson (CRD# 5170955) is an Investment Advisor Representative working at Heritage Road Advisors in Seattle, WA and has over 15 years of experience in the finance industry.
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