HERITAGE WEALTH MANAGEMENT GROUP, LTD of NORFOLK, VA is an SEC-registered investment adviser (CRD 148459). Regulatory assets under management: $152.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Mark Howard Tekamp | CHIEF INVESTMENT STRATEGIST, FINANCIAL ADVISOR | — |
| Stephen Jeffrey Coplon | VICE PRESIDENT FINANCE & DIRECTOR OF DEVELOPMENT | — |
| Michael Benjamin Broadhurst | FINANCIAL ADVISOR | — |
| Margie Geisler Tekamp | CUSTOMER CARE DIRECTOR | — |
| Zachary Nicklaus Tekamp | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| Peter Humphrey Bryan | SHAREHOLDER | — |
| Kevin Patrick Hussey | PRESIDENT | — |
| Simeon Luke Whittle | CHIEF COMPLIANCE OFFICER | — |
| TEKAMP MARK HOWARD | CHIEF INVESTMENT STRATEGIST, FINANCIAL ADVISOR | — |
| TEKAMP MARGIE G | CUSTOMER CARE DIRECTOR | — |
| CHRISTIE CHARLES CODY | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SHAFFER GARY SAMUEL | VICE PRESIDENT | — |
| BRYAN PETER HUMPHREY | PRESIDENT/ CEO/ CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| COPLON STEPHEN JEFFREY | VICE PRESIDENT FINANCE & DIRECTOR OF DEVELOPMENT; VICE PRESIDENT, FINANCE & DIRECTOR OF DEVELOPMENT | — |
| GARNER JOHN RHETT | VICE PRESIDENT, FINANCIAL ADVISOR | — |
| BROADHURST MICHAEL BENJAMIN | FINANCIAL ADVISOR | — |
| TEKAMP MARGIE GEISLER | CUSTOMER CARE DIRECTOR | — |
| Coplon Stephen | VICE PRESIDENT, FINANCE & DIRECTOR OF DEVELOPMENT | — |
| HUSSEY KEVIN PATRICK | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ALEXANDRIA | VA | 1 | 7573213725 |
| ALEXANDRIA | VA | 1 | 7573213725 |