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Heritage Wealth Advisors financial advisors in Richmond, VA
Every SEC-registered investment adviser representative at a Heritage Wealth Advisors office in Richmond, A to Z.
The short answer
13 registered advisors work at Heritage Wealth Advisors in Richmond, out of 14 at the firm nationwide; it ranks number 27 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Heritage Wealth Advisors advisors in Richmond, A to Z
Every Heritage Wealth Advisors advisor →- Caroline E. BaronianChartered Financial Analyst
- Marshall O. ChambersCertified Financial Planner, Chartered Financial Analyst
- Wesley C. CullinaneInvestment adviser rep
- Steven C. HendersonChartered Financial Analyst
- Charles T. Hill Jr.Certified Financial Planner
- John G. Jordan IIIChartered Financial Analyst
- Zuzanna KaczmarekInvestment adviser rep
- Delores A. RemoCertified Financial Planner
- Meagan E. RobertsInvestment adviser rep
- Daniel A. RoweInvestment adviser rep
- Sarah C. SimmerCertified Financial Planner
- Mikai E. ThomasInvestment adviser rep
- Aaron M. ZitaloneInvestment adviser rep
Heritage Wealth Advisors advisors in every city and state →Heritage Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Heritage Wealth Advisors advisors in other cities
Other firms in Richmond
All Richmond advisors →Davenport & Company LLC 148Wells Fargo Clearing Services, LLC 113Truist Advisory Services, Inc. 79Morgan Stanley 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Raymond James & Associates, Inc. 38Wells Fargo Advisors Financial Network, LLC 34Ameriprise Financial Services, LLC 30LPL Financial LLC 27Riverfront Investment Group, LLC 27The London Company Of Virginia 24Janney Montgomery Scott LLC 22
Questions
How many financial advisors does Heritage Wealth Advisors have in Richmond?
13 investment adviser representatives are registered at Heritage Wealth Advisors offices in Richmond, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Heritage Wealth Advisors one of the largest advisor employers in Richmond?
Heritage Wealth Advisors ranks number 27 in Richmond by registered advisors; Davenport & Company LLC has the most, with 148.
How do I check a Heritage Wealth Advisors advisor in Richmond?
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 Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.