Unclaimed Profile

Charles Cody Christie

HERITAGE WEALTH MANAGEMENT GROUP, LTD·NORFOLK, Virginia

Clean recordHERITAGE WEALTH MANAGEMENT GROUP, LTD

733 BOUSH STREET, NORFOLK, VA 23510-1501CRD# 2824068Firm CRD# 148459

Profile Verification

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

Identity

Charles Cody Christie · NORFOLK, VA

Registration

CRD #2824068 · HERITAGE WEALTH MANAGEMENT GROUP, LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Cody Christie is a registered financial advisor based in NORFOLK, Virginia, affiliated with HERITAGE WEALTH MANAGEMENT GROUP, LTD. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HERITAGE WEALTH MANAGEMENT GROUP, LTD

AUM

$157M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HERITAGE WEALTH MANAGEMENT GROUP, LTD →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2824068

Firm CRD# 148459

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Frequently Asked Questions

What services does Charles Cody Christie offer?

Charles Cody Christie specializes in Financial Planning, Investment Management. Contact their office in NORFOLK, Virginia for a consultation.

What are Charles Cody Christie's credentials?

Charles Cody Christie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Cody Christie located?

Charles Cody Christie is based in NORFOLK, Virginia, working with HERITAGE WEALTH MANAGEMENT GROUP, LTD. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Charles Cody Christie charge for services?

Charles Cody Christie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE WEALTH MANAGEMENT GROUP, LTD?

HERITAGE WEALTH MANAGEMENT GROUP, LTD has approximately 5 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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