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Nasser Ali

Heritage Financial Consultants

307 International Circle
Suite 390

Hunt Valley, MD 21030
(410) 7715429

COMMITTED TO YOUR SUCCESS

About Heritage Financial Consultants

We approach the financial marketplace with a fresh perspective, identifying opportunities and solutions that are innovative and effective. Youll see from the start that our priority is you, and that our approach reflects that. Heres what sets us apart.

1) We start by getting to know you and what you want to accomplish. We meet throughout the year to ensure that your financial plan is aligned with your current lifestyle, as well as any relevant changes to legislation.

2) We work closely with you to develop a customized plan designed to protect and grow your wealth in line with your personal values and goals. We provide personalized, one-on-one attention, backed by a robust team and access to a range of resources and experience to help you achieve your financial goals.

3) Your finances affect every aspect of your life. We look beyond our relationship with you to consider a wider perspective, proactively engaging with your team of trusted advisors  lawyers, accountants, and more  to enhance our strategies and strengthen our plans for your unique situation.

4) Our team is an integral part of your success. Our highly educated professionals possess key licenses that speak to their ability to provide guidance, and they are continually learning about new strategies and resources to share with you.

General Information

Firm Start Year

2000

No.of Employees

20-49

CRD#

2637987

Firm CRD#

3978

Insurance License#

187175

Name of Broker/Dealer

Lincoln Financial Advisors

Name of Custodial Firm

National Financial Services (NFS)

States Licensed in

DE, FL, IN, MD, MA, NY, OH, TX, VT, VA, WA

Years of Experience in Financial Services

25

Number of Years with Current Firm

18

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via email, At my office, At your home, Video Conference, Via phone

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AAMS®, CRPC®, CFA, CAIA, CMFC®

Securities Licenses

Series 63, Series 65, Series 24, Series 7

Insurance and Annuity Licenses

Variable Life, Health, Variable Annuity, Life, Long Term Care

Firm Information

Assets Managed by Advisor

100,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Education

B.S. - Finance

University of Maryland
8/15/1990 - 12/15/1993

Disclaimer

Nasser Ali is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3136547-062320