HERITAGE WEALTH ADVISORS - Financial Advisor in Virginia, Richmond

Tel: 804-643-4080 919 East Main Street Suite 950 Richmond, Virginia 23219

About HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS is a Richmond, Virginia based financial advisory firm with nearly $4,001,734,968 in assets under management and provides investment advisory services for 1493 clients. There are currently 35 financial advisors at the firm.

General Information

Firm CRD#:

137484

Firm SEC#:

801-64803

Assets Under Management:

$4,001,734,968

No. of Clients:

1493

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Other (TAX PREPARATION)

Fee Structure:

A percentage of AUM, Fixed fees

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