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).

Current Firm Details
9110 Montgomery Rd., Cincinnati, OH 45242
https://www.yourheritageadvisors.com
By the Numbers
  • Total Assets Under Management
    496
    MILLION
  • Total Number of Accounts
    842
    ACCOUNTS
  • Average Account Value
    $589,536
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, KY, LA, MI, OH, SC, TN, TX

Financial Advisors at Heritage Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
David Holwadel, financial advisor Cincinnati OH
David K. Holwadel
CRD#: 3031360
9110 Montgomery Rd., Cincinnati, OH 45242

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.

2
Lindsey Meredith, financial advisor Cincinnati OH
Lindsey C. Meredith
CRD#: 6566737
9110 Montgomery Rd., Cincinnati, OH 45242

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.

3
Jeffrey Thompson, financial advisor Cincinnati OH
Jeffrey P. Thompson
CRD#: 6374703
9110 Montgomery Rd., Cincinnati, OH 45242

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.

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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