Heritage Wealth Advisors LLC
Legal Name: HERITAGE WEALTH ADVISORS, LLC
Full Contact Details
Heritage Wealth Advisors LLC
919 EAST MAIN STREET, SUITE 950, RICHMOND, VA
804-643-4080
804-643-4085
Other Info
Heritage Wealth Advisors LLC, a VA Limited Liability Company with 25 employees, including 11 in advisory roles, has an approved SEC status since 2005. While the number of clients served is unknown, the firm maintains a strong legal standing and a committed team of professionals ready to offer wealth advisory services.
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Direct Owners
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CHARLES THOMAS HILL
DIRECTOR OF CLIENT SERVICES owns more than 10% but less than 25%
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DELORES ANN REMO
CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR owns more than 50% but less than 75%
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JOHN GWYN JORDAN
CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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MARSHALL OGDEN CHAMBERS
LEAD ADVISOR owns less than 5%
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