Unclaimed Profile

Martha Orr Proutt

HERITAGE WEALTH ADVISORS, LLC·RICHMOND, Virginia

Series 7Clean record13 years registeredHERITAGE WEALTH ADVISORS, LLC

919 EAST MAIN STREET, RICHMOND, VA 23219CRD# 4723164Firm CRD# 137484

Profile Verification

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

Identity

Martha Orr Proutt · RICHMOND, VA

Registration

CRD #4723164 · HERITAGE WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HERITAGE WEALTH ADVISORS, LLC

HERITAGE WEALTH ADVISORS

Mar 2013 – Oct 2016

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · March 19, 2013

Years registered · 13

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 Martha Orr Proutt offer?

Martha Orr Proutt specializes in Financial Planning, Investment Management, Retirement Planning.

What are Martha Orr Proutt's credentials?

Martha Orr Proutt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martha Orr Proutt located?

Martha Orr Proutt is based in RICHMOND, Virginia, last registered with HERITAGE WEALTH ADVISORS, LLC.

How does Martha Orr Proutt charge for services?

Martha Orr Proutt'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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