Heritage Wealth Management, Inc.

Heritage Wealth Management, Inc. (CRD# 316956) is a financial advisory firm headquartered in San Diego, CA. They manage $376,967,066 in 819 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
11440 W. Bernardo Ct., Ste 390, San Diego, CA 92127
https://heritage-wm.com
By the Numbers
  • Total Assets Under Management
    377
    MILLION
  • Total Number of Accounts
    819
    ACCOUNTS
  • Average Account Value
    $460,277
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Heritage Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jordan Gibbs, financial advisor San Diego CA
Jordan L. Gibbs
CRD#: 5567629
11440 W. Bernardo Ct., Ste 390, San Diego, CA 92127

Jordan Gibbs (CRD# 5567629) is an Investment Advisor Representative working at Heritage Wealth Management, Inc. in San Diego, CA and has over 15 years of experience in the finance industry.

2
Ryan Gibbs, financial advisor San Diego CA
Ryan K. Gibbs
CRD#: 6371527
11440 W. Bernardo Ct., Ste 390, San Diego, CA 92127

Ryan Gibbs (CRD# 6371527) is an Investment Advisor Representative working at Heritage Wealth Management, Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

3
Michelle Harrison, financial advisor San Diego CA
Michelle M. Harrison
CRD#: 6021969
11440 W. Bernardo Ct., Ste 390, San Diego, CA 92127

Michelle Harrison (CRD# 6021969) is an Investment Advisor Representative working at Heritage Wealth Management, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.

4
David Andrews, financial advisor San Diego CA
David P. Andrews
CRD#: 7482917
11440 W. Bernardo Ct., Ste 390, San Diego, CA 92127

David Andrews (CRD# 7482917) is an Investment Advisor Representative working at Heritage Wealth Management, Inc. in San Diego, CA and has 1 year 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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