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Gary Samuel Shaffer

HERITAGE WEALTH MANAGEMENT GROUP, LTD·NORFOLK, Virginia
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733 BOUSH STREET, NORFOLK, VA 23510-1501CRD# 4824386Firm CRD# 148459
01

About

Gary Samuel Shaffer 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HERITAGE WEALTH MANAGEMENT GROUP, LTD
HERITAGE WEALTH MANAGEMENT GROUP, LTD
AUM
$157M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HERITAGE WEALTH MANAGEMENT GROUP, LTD →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4824386
Firm CRD# 148459
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Samuel Shaffer offer?
Gary Samuel Shaffer specializes in Financial Planning, Investment Management. Contact their office in NORFOLK, Virginia for a consultation.
What are Gary Samuel Shaffer's credentials?
Gary Samuel Shaffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Samuel Shaffer located?
Gary Samuel Shaffer 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 Gary Samuel Shaffer charge for services?
Gary Samuel Shaffer'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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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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