Heritage Wealth Advisors

Heritage Wealth Advisors (CRD# 137484) is a financial advisory firm headquartered in Richmond, VA. They manage $935,889,601 in 615 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    936
    MILLION
  • Total Number of Accounts
    615
    ACCOUNTS
  • Average Account Value
    $1,521,772
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

DC, TX, VA

Financial Advisors at Heritage Wealth Advisors
Showing 1 - 8 of 8 top financial advisors.
1
John G. Jordan
CRD#: 2549281
919 East Main Street, Suite 950, Richmond, VA 23219
96
Wealthminder
score

John Jordan (CRD# 2549281) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 23 years of experience in the finance industry.

2
Delores A. Remo
CRD#: 2847665
919 East Main Street, Suite 950, Richmond, VA 23219
96
Wealthminder
score

Delores Remo (CRD# 2847665) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 20 years of experience in the finance industry. Delores Remo 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
Mark B. Sisisky
CRD#: 4572282
919 East Main Street, Suite 950, Richmond, VA 23219
93
Wealthminder
score

Mark Sisisky (CRD# 4572282) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 15 years of experience in the finance industry.

4
Teague R. Avey
CRD#: 6630058
919 East Main Street, Suite 950, Richmond, VA 23219
90
Wealthminder
score

Teague Avey (CRD# 6630058) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has 1 year of experience in the finance industry. Teague Avey 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.

5
Charles T. Hill
CRD#: 5270946
919 East Main Street, Suite 950, Richmond, VA 23219
90
Wealthminder
score

Charles Hill (CRD# 5270946) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has 1 year of experience in the finance industry. Charles Hill 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.

6
Martha O. Proutt
CRD#: 4723164
919 East Main Street, Suite 950, Richmond, VA 23219
90
Wealthminder
score

Martha Proutt (CRD# 4723164) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has 1 year of experience in the finance industry. Martha Proutt 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
Marshall O. Chambers
CRD#: 5893406
919 East Main Street, Suite 950, Richmond, VA 23219
89
Wealthminder
score

Marshall Chambers (CRD# 5893406) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 4 years of experience in the finance industry.

8
Benjamin N. Wafle
CRD#: 6326607
919 East Main Street, Suite 950, Richmond, VA 23219
88
Wealthminder
score

Benjamin Wafle (CRD# 6326607) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.