Heritage Wealth Management Group, Ltd

Heritage Wealth Management Group, Ltd (CRD# 148459) is a financial advisory firm headquartered in Norfolk, VA. They manage $160,102,974 in 530 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $302,081
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
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.

DE, FL, NC, PA, TX, VA

Financial Advisors at Heritage Wealth Management Group, Ltd
Showing 1 - 7 of 7 top financial advisors.
1
Michael B. Broadhurst
CRD#: 1604098
355 Crawford Street,, Suite 802, Portsmouth, VA 23704

Michael Broadhurst (CRD# 1604098) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Portsmouth, VA and has over 35 years of experience in the finance industry. Michael Broadhurst 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.

2
Michael H. Byard
CRD#: 2108905
733 Boush Street, Suite 100, Norfolk, VA 23510

Michael Byard (CRD# 2108905) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 31 years of experience in the finance industry.

3
John R. Garner
CRD#: 5186782
733 Boush Street, Suite 100, Norfolk, VA 23510

John Garner (CRD# 5186782) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 14 years of experience in the finance industry. John Garner 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.

4
Patrick M. Rogan
CRD#: 5824345
733 Boush Street, Suite 100, Norfolk, VA 23510

Patrick Rogan (CRD# 5824345) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 12 years of experience in the finance industry. Patrick Rogan 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
Robert H. Sullivan
CRD#: 1341663
733 Boush Street, Suite 100, Norfolk, VA 23510

Robert Sullivan (CRD# 1341663) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 37 years of experience in the finance industry.

6
Mark H. Tekamp
CRD#: 1056839
733 Boush Street, Suite 100, Norfolk, VA 23510

Mark Tekamp (CRD# 1056839) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 40 years of experience in the finance industry.

7
Peter H. Bryan
CRD#: 1052911
733 Boush Street, Suite 100, Norfolk, VA 23510

Peter Bryan (CRD# 1052911) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.