HERITAGE WEALTH ADVISORS, LLC

HERITAGE WEALTH ADVISORS
RICHMOND, Virginia·10 registered advisors·CRD# 137484
SEC# 801-648032804-643-4080
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at HERITAGE WEALTH ADVISORS, LLC

10 registered advisors
Caroline Elizabeth Baronian
RICHMOND, Virginia
Charles Thomas Hill
RICHMOND, Virginia
Delores Ann Remo
RICHMOND, Virginia
John Gwyn Jordan
RICHMOND, Virginia
Jonathan Michael Fortin
RICHMOND, Virginia
Marshall Ogden Chambers
RICHMOND, Virginia
Martha Orr Proutt
RICHMOND, Virginia
Sara Frazier Gochenour
RICHMOND, Virginia
Sarah Christine Simmer
RICHMOND, Virginia
Steven Coles Henderson
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
10 advisors

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Data sourced from SEC Form ADV filings. HERITAGE WEALTH ADVISORS, LLC (CRD# 137484) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.