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HERITAGE WEALTH MANAGEMENT GROUP, LTD
HERITAGE WEALTH MANAGEMENT GROUP, LTD
NORFOLK, Virginia
·
9 registered advisors
·
CRD# 148459
SEC# 801-120938
1
757-321-3725 EXT. 205
01
Firm Overview
AUM
$157M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at HERITAGE WEALTH MANAGEMENT GROUP, LTD
9 registered advisors
Charles Cody Christie
NORFOLK, Virginia
CRD# 2824068
Gary Samuel Shaffer
NORFOLK, Virginia
CRD# 4824386
John Rhett Garner
NORFOLK, Virginia
CRD# 5186782
Kevin Patrick Hussey
NORFOLK, Virginia
CRD# 6395126
Margie Geisler Tekamp
NORFOLK, Virginia
CRD# 1020843
Mark Howard Tekamp
NORFOLK, Virginia
CRD# 1056839
Michael Benjamin Broadhurst
NORFOLK, Virginia
CRD# 1604098
Peter Humphrey Bryan
NORFOLK, Virginia
CRD# 1052911
Stephen Jeffrey Coplon
NORFOLK, Virginia
CRD# 7117146
05
Office Locations
NORFOLK, Virginia
9 advisors
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Data sourced from SEC Form ADV filings. HERITAGE WEALTH MANAGEMENT GROUP, LTD (CRD# 148459) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.