Heritage Investment Partners, LLP is a private investment services and financial planning firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry.

Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, LLP.

Securities Offered Through LPL Financial, Member FINRA/SIPC Financial Planning offered through Heritage Investment Partners, LLP - A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associate with this website may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial representatives offer access to trust services through The Private Trust Company N. A., an affiliate of LPL Financial.

Firm Start Year

2006

CRD#

4595724

Firm CRD#

6413

Insurance License#

7565962

Name of Broker/Dealer

LPL Financial

States Licensed in

AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, MA, MS, NC, NJ, NV, NY, OH, PA, TX, WI

Years of Experience in Financial Services

19

Number of Years with Current Firm

13

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Investment Types

Stocks, Bonds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Mutual Funds, Insurance, Options & Futures, Commodities, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, Via Phone, Our Offices, Video Conference, At my office

Registered Investment Advisor

Yes

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

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7, Series 31

Insurance and Annuity Licenses

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

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Fee % Based on Assets

Tiered

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL WiserAdvisor Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf