Heritage Wealth Advisors
Heritage Wealth Advisors (CRD# 137484) is a financial advisory firm headquartered in Richmond, VA. They manage $4,001,734,968 in 1,493 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management4,002MILLION
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Total Number of Accounts1,493ACCOUNTS
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Average Account Value$2,680,332
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, LA, NC, NY, PA, SC, TN, TX, VA
Caroline Baronian (CRD# 5935423) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has 1 year of experience in the finance industry.
Marshall Chambers (CRD# 5893406) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 10 years of experience in the finance industry.
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.
John Jordan (CRD# 2549281) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 29 years of experience in the finance industry.
Kaitlyn Kocuba (CRD# 6685850) is an Investment Advisor Representative working at Heritage Wealth Advisors in Sewickley, PA and has over 6 years of experience in the finance industry.
John Lowe (CRD# 6503984) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has 1 year of experience in the finance industry.
Delores Remo (CRD# 2847665) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 27 years of experience in the finance industry.
Trey Childers (CRD# 7557070) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has 1 year of experience in the finance industry.
Steven Henderson (CRD# 1342362) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 30 years of experience in the finance industry.
Matthew Osten (CRD# 7338521) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has 1 year of experience in the finance industry.