Unclaimed Profile

David Kenneth Teas

HERITAGE INVESTMENT GROUP, INC.·POMPANO BEACH, Florida

Clean record14 years registeredHERITAGE INVESTMENT GROUP, INC.

2480 N.E. 23RD STREET, POMPANO BEACH, FL 33062CRD# 6037772Firm CRD# 113204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Kenneth Teas · POMPANO BEACH, FL

Registration

CRD #6037772 · HERITAGE INVESTMENT GROUP, INC. · 14 years registered

Brand Profile

Not yet started

Career History

HERITAGE INVESTMENT GROUP, INC.

Apr 2012 – present

Registrations & Exams

Registration record

First registered · April 5, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE INVESTMENT GROUP, INC.

CRD 113204 · SEC 801-60396

AUM

$1.7B

Regulatory assets under management

Employees

2,051 client accounts

Services offered by HERITAGE INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERITAGE INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does David Kenneth Teas offer?

David Kenneth Teas specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in POMPANO BEACH, Florida for a consultation.

What are David Kenneth Teas's credentials?

David Kenneth Teas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Kenneth Teas located?

David Kenneth Teas is based in POMPANO BEACH, Florida, working with HERITAGE INVESTMENT GROUP, INC.. Their office serves clients in the POMPANO BEACH metropolitan area and surrounding communities.

How does David Kenneth Teas charge for services?

David Kenneth Teas'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 INVESTMENT GROUP, INC.?

HERITAGE INVESTMENT GROUP, INC. has approximately 21 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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