Heritage Wealth Advisors
Heritage Wealth Advisors (CRD# 312545) is a financial advisory firm headquartered in Cincinnati, OH. They manage $496,388,920 in 842 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management496MILLION
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Total Number of Accounts842ACCOUNTS
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Average Account Value$589,536
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, LA, MI, OH, SC, TN, TX
David Holwadel (CRD# 3031360) is an Investment Advisor Representative working at Heritage Wealth Advisors in Cincinnati, OH and has over 25 years of experience in the finance industry.
Lindsey Meredith (CRD# 6566737) is an Investment Advisor Representative working at Heritage Wealth Advisors in Cincinnati, OH and has over 8 years of experience in the finance industry.
Jeffrey Thompson (CRD# 6374703) is an Investment Advisor Representative working at Heritage Wealth Advisors in Cincinnati, OH and has over 9 years of experience in the finance industry.