HERITAGE WEALTH ADVISORS of CINCINNATI, OH is an SEC-registered investment adviser (CRD 312545). Regulatory assets under management: $604.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Tanya Michelle Olvera | CHIEF COMPLIANCE OFFICER | — |
| David Kent Holwadel | PRESIDENT | — |
| Lindsey Crocker Meredith | FINANCIAL ADVISOR | — |
| Jeffrey P Thompson | FINANCIAL ADVISOR | — |
| OLVERA TANYA MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| HOLWADEL DAVID KENT | PRESIDENT | — |
| HIGGINS ROSEANN | CCO | — |
| MEREDITH LINDSEY CROCKER | FINANCIAL ADVISOR | — |
| THOMPSON JEFFREY P | FINANCIAL ADVISOR | — |