HERITAGE WEALTH MANAGEMENT, LLC

HERITAGE WEALTH MANAGEMENT, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 287909). Regulatory assets under management: $545.1M.

Registration

Officers, owners & control persons (6)

NameRoleLocation
RHONEMUS BARRY SCOTTMANAGING MEMBER
BARKER JACK ANDREWMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
FROST MICHAEL BRENTMANAGING MEMBER
Nelson Ralph ErwinMANAGING MEMBER
MAXEY DAVID ELGINMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
HAINES BRADLEY JAMESMANAGING MEMBER

More on this firm