Unclaimed Profile

Delores Ann Remo

HERITAGE WEALTH ADVISORS, LLC·RICHMOND, Virginia

Series 65Clean record26 years registeredHERITAGE WEALTH ADVISORS, LLC

919 EAST MAIN STREET, RICHMOND, VA 23219CRD# 2847665Firm CRD# 137484

Profile Verification

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

Identity

Delores Ann Remo · RICHMOND, VA

Registration

CRD #2847665 · HERITAGE WEALTH ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

HERITAGE WEALTH ADVISORS

Mar 2013 – present

CARY STREET PARTNERS INVESTMENT ADVISORY, LLC

Oct 2003 – Nov 2006

RICHMOND, VA

KPMG INVESTMENT ADVISORS

Jan 2000 – Sep 2003

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 10, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE WEALTH ADVISORS, LLC

CRD 137484 · SEC 801-64803

AUM

$4.0B

Regulatory assets under management

Employees

1,493 client accounts

Services offered by HERITAGE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HERITAGE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Delores Ann Remo offer?

Delores Ann Remo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RICHMOND, Virginia for a consultation.

What are Delores Ann Remo's credentials?

Delores Ann Remo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Delores Ann Remo located?

Delores Ann Remo is based in RICHMOND, Virginia, working with HERITAGE WEALTH ADVISORS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Delores Ann Remo charge for services?

Delores Ann Remo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE WEALTH ADVISORS, LLC?

HERITAGE WEALTH ADVISORS, LLC has approximately 35 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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