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HERITAGE FINANCIAL, LLC
HERITAGE FINANCIAL, LLC
HERITAGE FINANCIAL LLC
GAINESVILLE, Virginia
·
4 registered advisors
·
CRD# 285149
SEC# 801-114336
2
(703) 754-1233
01
Firm Overview
AUM
$281M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at HERITAGE FINANCIAL, LLC
4 registered advisors
David Kalani Morton
GAINESVILLE, Virginia
CRD# 4912079
Elizabeth Lannon Clark
GAINESVILLE, Virginia
CRD# 4993390
James Robert Moon
GAINESVILLE, Virginia
CRD# 5147040
Mark Grisham Cooke
GAINESVILLE, Virginia
CRD# 4433874
05
Office Locations
GAINESVILLE, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. HERITAGE FINANCIAL, LLC (CRD# 285149) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.