Unclaimed Profile

John Rhett Garner

HERITAGE WEALTH MANAGEMENT GROUP, LTD·NORFOLK, Virginia

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65CFP ChFCClean record18 years registeredHERITAGE WEALTH MANAGEMENT GROUP, LTD

733 BOUSH STREET, NORFOLK, VA 23510-1591CRD# 5186782Firm CRD# 148459

Profile Verification

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

Identity

John Rhett Garner · NORFOLK, VA

Registration

CRD #5186782 · HERITAGE WEALTH MANAGEMENT GROUP, LTD · 18 years registered

Brand Profile

Not yet started

Career History

BLACK ARROW CAPITAL LLC

Feb 2024 – present

HERITAGE WEALTH MANAGEMENT GROUP, LTD

Aug 2019 – Nov 2023

NORFOLK, VA

CAPITAL ONE ADVISORS, LLC

Jun 2015 – Jun 2019

MCLEAN, VA

PRUDENTIAL FINANCIAL PLANNING SERVICES

Jun 2009 – Apr 2014

NEWARK, DE

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Apr 2008 – Jun 2008

SARASOTA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · April 28, 2008

Years registered · 18

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE WEALTH MANAGEMENT GROUP, LTD

CRD 148459 · SEC 801-120938

AUM

$157M

Regulatory assets under management

Employees

537 client accounts

Services offered by HERITAGE WEALTH MANAGEMENT GROUP, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERITAGE WEALTH MANAGEMENT GROUP, LTD →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORFOLK?

Browse all registered financial advisors in NORFOLK, Virginia or claim this profile if it's yours.

Browse NORFOLK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Rhett Garner offer?

John Rhett Garner specializes in Financial Planning, Investment Management. Contact their office in NORFOLK, Virginia for a consultation.

What are John Rhett Garner's credentials?

John Rhett Garner holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Rhett Garner located?

John Rhett Garner 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 John Rhett Garner charge for services?

John Rhett Garner'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →