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HERITAGE INVESTMENT GROUP, INC.
HERITAGE INVESTMENT GROUP, INC.
POMPANO BEACH, Florida
·
6 registered advisors
·
CRD# 113204
SEC# 801-60396
4
954-785-5400
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HERITAGE INVESTMENT GROUP, INC.
6 registered advisors
Darryl Lee Hinkle
POMPANO BEACH, Florida
CRD# 2748641
David Kenneth Teas
POMPANO BEACH, Florida
CRD# 6037772
Jr. Frederick Maclean
POMPANO BEACH, Florida
CRD# 4409805
Robert Ian Mccarver
POMPANO BEACH, Florida
CRD# 2484388
Samuel Hardy Taylor
POMPANO BEACH, Florida
CRD# 2455461
Timothy Glenn Slattery
POMPANO BEACH, Florida
CRD# 2322112
05
Office Locations
POMPANO BEACH, Florida
6 advisors
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Data sourced from SEC Form ADV filings. HERITAGE INVESTMENT GROUP, INC. (CRD# 113204) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.