HERITAGE WEALTH MANAGEMENT, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 158107). Regulatory assets under management: $159.3M.
| Name | Role | Location |
|---|---|---|
| FROST MICHAEL BRENT | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Healey Keegan | CHIEF COMPLIANCE OFFICER | — |
| Nelson Ralph Erwin | CHIEF EXECUTIVE OFFICER | — |
| MAXEY DAVID ELGIN | DIRECTOR | — |
| HEALEY KEEGAN MICHAEL | CHIEF COMPLIANCE OFFICER | — |