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David Kenneth Teas

HERITAGE INVESTMENT GROUP, INC.·POMPANO BEACH, Florida
Unclaimed Profile
2480 N.E. 23RD STREET, POMPANO BEACH, FL 33062CRD# 6037772Firm CRD# 113204
01

About

David Kenneth Teas is a registered financial advisor based in POMPANO BEACH, Florida, affiliated with HERITAGE INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HERITAGE INVESTMENT GROUP, INC.
HERITAGE INVESTMENT GROUP, INC.
AUM
$1.7B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at HERITAGE INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6037772
Firm CRD# 113204
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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