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Financial ADVSR advisor directory · SEC adviser records

Heritage Financial LLC financial advisors in Virginia

Every SEC-registered investment adviser representative at a Heritage Financial LLC office in Virginia, by city and A to Z.

The short answer

7 registered advisors work at Heritage Financial LLC in Virginia, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Gainesville (7). 2 list the CFP designation and 0 are also registered broker representatives.

Heritage Financial LLC advisors by city in Virginia

Every firm in Virginia →

Gainesville 7

Heritage Financial LLC advisors in Virginia, A to Z

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Heritage Financial LLC advisors in every state →Heritage Financial LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Heritage Financial LLC financial advisors are in Virginia?

7 investment adviser representatives are registered at Heritage Financial LLC offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Virginia does Heritage Financial LLC have the most advisors?

Gainesville, with 7. Heritage Financial LLC has advisors in 1 city in Virginia.

How do I check a Heritage Financial LLC advisor in Virginia?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Heritage Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.