Heritage Wealth Partners, LLC
Heritage Wealth Partners, LLC (CRD# 290276) is a financial advisory firm headquartered in Dublin, OH. They manage $142,527,813 in 930 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management143MILLION
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Total Number of Accounts930ACCOUNTS
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Average Account Value$153,256
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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FL, LA, OH, TX
Cortland Bradbury (CRD# 2471506) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Dublin, OH and has over 27 years of experience in the finance industry.
Stephen McBride (CRD# 4669154) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Kenton, OH and has over 18 years of experience in the finance industry.
Richard Hammons (CRD# 7021444) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Dublin, OH and has over 2 years of experience in the finance industry.