Robert
Beane
Heritage Wealth Management, LLC
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About this Advisor
Robert Beane is a financial advisor based in Phoenix, Arizona with 4 years of industry experience. Beane is an advisor for Heritage Wealth Management, LLC. During their career, Beane has held roles at Sparklebrite, Blr Logistics, 1St Global Capital Corp, 1St Global Advisors, Inc, Price, Kong & Co., P.A and Heritage Wealth Management, LLC. Beane has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California, New York and Texas. Heritage Wealth Management, LLC is a financial advisory company operating out of Phoenix, AZ. It has offices in five locations and a total of 28 advisors. It oversees $545 million in total assets among its 807 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 807 accounts, 20% are held by high-net-worth investors who have at least $1 million in investable assets. Heritage Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Heritage Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heritage Wealth Management, LLC Brokerage Details
$545,050,946
28
807
$675,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Robert Beane Work History
Robert has been registered as a financial advisor for 4 years.*
Heritage Wealth Management, LLC
Price, Kong & Co., P.A
1St Global Advisors, Inc
1St Global Capital Corp
1St Global Capital Corp
1St Global Advisors, Inc
Blr Logistics
Sparklebrite
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Beane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heritage Wealth Management, LLC
Phoenix, AZ
Georgetown, TX
Phoenix, AZ
Clovis, CA
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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