Unclaimed Profile

Sara Frazier Gochenour

HERITAGE WEALTH ADVISORS, LLC·RICHMOND, Virginia

Series 3, Series 65Clean record14 years registeredHERITAGE WEALTH ADVISORS, LLC

919 EAST MAIN STREET, RICHMOND, VA 23219CRD# 5981851Firm CRD# 137484

Profile Verification

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

Identity

Sara Frazier Gochenour · RICHMOND, VA

Registration

CRD #5981851 · HERITAGE WEALTH ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SALOMON AND LUDWIN

May 2026 – present

HERITAGE WEALTH ADVISORS

Jul 2025 – May 2026

RICHMOND, VA

DORSEY, WRIGHT & ASSOCIATES, LLC

Jan 2012 – Jan 2024

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · January 12, 2012

Years registered · 14

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 Sara Frazier Gochenour offer?

Sara Frazier Gochenour specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RICHMOND, Virginia for a consultation.

What are Sara Frazier Gochenour's credentials?

Sara Frazier Gochenour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sara Frazier Gochenour located?

Sara Frazier Gochenour 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 Sara Frazier Gochenour charge for services?

Sara Frazier Gochenour'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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