Heritage Wealth Partners, LLC

Heritage Wealth Partners, LLC (CRD# 290276) is a financial advisory firm headquartered in Dublin, OH. They manage $142,527,813 in 930 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6215 Emerald Parkway, Unit 1, Dublin, OH 43016
https://www.hwp-oh.com/
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    930
    ACCOUNTS
  • Average Account Value
    $153,256
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.

FL, LA, OH, TX

Financial Advisors at Heritage Wealth Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Cortland Bradbury, financial advisor Dublin OH
Cortland R. Bradbury
CRD#: 2471506
6215 Emerald Parkway, Unit 1, Dublin, OH 43016

Cortland Bradbury (CRD# 2471506) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Dublin, OH and has over 27 years of experience in the finance industry.

2
Stephen McBride, financial advisor Kenton OH
Stephen A. McBride
CRD#: 4669154
405 N. Main Street, Kenton, OH 43326

Stephen McBride (CRD# 4669154) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Kenton, OH and has over 18 years of experience in the finance industry.

3
Richard Hammons, financial advisor Dublin OH
Richard Hammons
CRD#: 7021444
6215 Emerald Parkway, Unit 1, Dublin, OH 43016

Richard Hammons (CRD# 7021444) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Dublin, OH and has over 2 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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