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Michael Benjamin Broadhurst

HERITAGE WEALTH MANAGEMENT GROUP, LTD·NORFOLK, Virginia
Clean recordHERITAGE WEALTH MANAGEMENT GROUP, LTD
733 BOUSH STREET, NORFOLK, VA 23510-1591CRD# 1604098Firm CRD# 148459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Benjamin Broadhurst · NORFOLK, VA
Registration
CRD #1604098 · HERITAGE WEALTH MANAGEMENT GROUP, LTD
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Benjamin Broadhurst 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
Introduction

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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# 1604098
Firm CRD# 148459
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Benjamin Broadhurst offer?
Michael Benjamin Broadhurst specializes in Financial Planning, Investment Management. Contact their office in NORFOLK, Virginia for a consultation.
What are Michael Benjamin Broadhurst's credentials?
Michael Benjamin Broadhurst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Benjamin Broadhurst located?
Michael Benjamin Broadhurst 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 Michael Benjamin Broadhurst charge for services?
Michael Benjamin Broadhurst'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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Other Advisors at HERITAGE WEALTH MANAGEMENT GROUP, LTD

Gary Samuel Shaffer
NORFOLK, VA
Charles Cody Christie
NORFOLK, VA
Kevin Patrick Hussey
NORFOLK, VA
Margie Geisler Tekamp
NORFOLK, VA
Mark Howard Tekamp
NORFOLK, VA
John Rhett Garner
NORFOLK, VA

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Research
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