Unclaimed Profile

Michael Benjamin Broadhurst

HERITAGE WEALTH MANAGEMENT GROUP, LTD·NORFOLK, Virginia

Series 7, Series 63Clean record39 years registeredHERITAGE 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 · 39 years registered

Brand Profile

Not yet started

Career History

HERITAGE WEALTH MANAGEMENT GROUP, LTD

Jul 2020 – present

FINANCIAL COUNSELORS OF VIRGINIA, INC.

Sep 2002 – Jul 2020

PORTSMOUTH, VA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jul 1987 – Sep 2002

PORTSMOUTH, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 21, 1987

Years registered · 39

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

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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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