Heritage Wealth Management Group, Ltd

Heritage Wealth Management Group, Ltd (CRD# 148459) is a financial advisory firm headquartered in Norfolk, VA. They manage $52,234,405 in 374 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $139,664
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
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.

VA

Financial Advisors at Heritage Wealth Management Group, Ltd
Showing 1 - 3 of 3 top financial advisors.
1
Charles C. Christie
CRD#: 2824068
220 West Freemason Street, Suite 200, Norfolk, VA 23510
68
Wealthminder
score

Charles Christie (CRD# 2824068) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 20 years of experience in the finance industry.

2
Mark H. Tekamp
CRD#: 1056839
733 Boush Street, Suite 100, Norfolk, VA 23510
58
Wealthminder
score

Mark Tekamp (CRD# 1056839) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 35 years of experience in the finance industry.

3
Robert H. Sullivan
CRD#: 1341663
733 Boush Street, Suite 100, Norfolk, VA 23510
14
Wealthminder
score

Robert Sullivan (CRD# 1341663) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 32 years of experience in the finance industry.

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