HERITAGE WEALTH MANAGEMENT, INC. of HOUSTON, TX is an SEC-registered investment adviser (CRD 122394). Regulatory assets under management: $357.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Brett Stephen Carleton | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Ian Andrew Harris | FINANCIAL PLANNER | — |
| MICHALK DANIEL PAUL | CHIEF COMPLIANCE OFFICER/PRESIDENT; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CARLETON BRETT STEPHEN | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| HARRIS MARK ANDREW | FINANCIAL PLANNER | — |
| Robert Boyd Dwyer | ADVISOR | — |