Unclaimed Profile

Steven Coles Henderson

HERITAGE WEALTH ADVISORS, LLC·RICHMOND, Virginia

Series 7, Series 63, Series 65Clean record3 years registeredHERITAGE WEALTH ADVISORS, LLC

919 EAST MAIN STREET, RICHMOND, VA 23219CRD# 1342362Firm CRD# 137484

Profile Verification

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

Identity

Steven Coles Henderson · RICHMOND, VA

Registration

CRD #1342362 · HERITAGE WEALTH ADVISORS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

HERITAGE WEALTH ADVISORS

Aug 2022 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 23, 2022

Years registered · 3

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 Steven Coles Henderson offer?

Steven Coles Henderson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RICHMOND, Virginia for a consultation.

What are Steven Coles Henderson's credentials?

Steven Coles Henderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Coles Henderson located?

Steven Coles Henderson 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 Steven Coles Henderson charge for services?

Steven Coles Henderson'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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