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Frank Arthur Lardino

HERITAGE EQUITY MANAGEMENT LLC·FORT PIERCE, Florida
SIE, Series 7, Series 24, Series 63, Series 66Clean recordHERITAGE EQUITY MANAGEMENT LLC
4005 A1A HWY #3, FORT PIERCE, FL 34949CRD# 4104690Firm CRD# 291647

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank Arthur Lardino · FORT PIERCE, FL
Registration
CRD #4104690 · HERITAGE EQUITY MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HERITAGE EQUITY MANAGEMENT LLC
CRD 291647 · SEC 801-114181
AUM
$126M
Regulatory assets under management
Employees
2
1 client accounts
Services offered by HERITAGE EQUITY MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at HERITAGE EQUITY MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Frank Arthur Lardino offer?
Frank Arthur Lardino specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in FORT PIERCE, Florida for a consultation.
What are Frank Arthur Lardino's credentials?
Frank Arthur Lardino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank Arthur Lardino located?
Frank Arthur Lardino is based in FORT PIERCE, Florida, working with HERITAGE EQUITY MANAGEMENT LLC. Their office serves clients in the FORT PIERCE metropolitan area and surrounding communities.
How does Frank Arthur Lardino charge for services?
Frank Arthur Lardino's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE EQUITY MANAGEMENT LLC?
HERITAGE EQUITY MANAGEMENT LLC has approximately 2 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HERITAGE EQUITY MANAGEMENT LLC

Gregory Jon Mancuso
FORT PIERCE, FL

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Research
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