Heritage Wealth Management

Heritage Wealth Management (CRD# 122394) is a financial advisory firm headquartered in Houston, TX. They manage $264,274,776 in 602 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4400 Post Oak Parkway, Suite 2510, Houston, TX 77027
http://www.heritagewealthmgmt.com
By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $438,995
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
The map below shows states where this firm has explicit registration only.

CO, LA, TX

Financial Advisors at Heritage Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Brett Carleton, financial advisor Houston TX
Brett S. Carleton
CRD#: 2058241
4400 Post Oak Parkway, Suite 2510, Houston, TX 77027

Brett Carleton (CRD# 2058241) is an Investment Advisor Representative working at Heritage Wealth Management in Houston, TX and has over 33 years of experience in the finance industry.

2
Robert Dwyer, financial advisor Houston TX
Robert B. Dwyer
CRD#: 2960539
4400 Post Oak Parkway, Suite 2510, Houston, TX 77027

Robert Dwyer (CRD# 2960539) is an Investment Advisor Representative working at Heritage Wealth Management in Houston, TX and has over 26 years of experience in the finance industry.

3
Ian Harris, financial advisor Houston TX
Ian A. Harris
CRD#: 5523431
4400 Post Oak Parkway, Suite 2510, Houston, TX 77027

Ian Harris (CRD# 5523431) is an Investment Advisor Representative working at Heritage Wealth Management in Houston, TX and has over 15 years of experience in the finance industry.

4
Robert Rizarri, financial advisor Houston TX
Robert A. Rizarri
CRD#: 4823399
4400 Post Oak Parkway, Suite 2510, Houston, TX 77027

Robert Rizarri (CRD# 4823399) is an Investment Advisor Representative working at Heritage Wealth Management in Houston, TX and has over 12 years of experience in the finance industry.

5
Sarah Patton, financial advisor Houston TX
Sarah E. Patton
CRD#: 7724074
4400 Post Oak Parkway, Suite 2510, Houston, TX 77027

Sarah Patton (CRD# 7724074) is an Investment Advisor Representative working at Heritage Wealth Management in Houston, TX 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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