Darryl
Hinkle

Heritage Investment Group, Inc

CRD#2748641
Investment Advisor
in Pompano Beach, FL

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About this Advisor

Darryl Hinkle is a financial advisor based in Pompano Beach, Florida, working with Heritage Investment Group, Inc. Darryl has previously held positions at Heritage Investment Group, Inc, Hinkle, Richter & Rhine, Llp, and Hinkle, Rhine & Root, LLC. Darryl has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Darryl is part of Heritage Investment Group, Inc, which operates out of Pompano Beach, Florida. The firm has 4 offices and 21 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Heritage Investment Group, Inc includes asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

2480 N.E. 23Rd Street
Pompano Beach, FL 33062

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Heritage Investment Group, Inc Brokerage Details

Total Assets Under Management

$1,703,041,619

FL Average: $1,855,561,029
Total Number of Employees

21

FL Average: 62
Total Number of Accounts

2,051

FL Average: 2,474
Average Account Size

$830,347

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Darryl Hinkle Work History

2024 - Present (0 year)

Hinkle, Rhine & Root, LLC

2000 - Present (24 years)

Heritage Investment Group, Inc

2011 - 2023 (12 years)

Hinkle, Richter & Rhine, Llp

Disclosures

Please visit the SEC profile of Darryl Hinkle 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 Investment Group, Inc

Nicklaus Mattingly
Tampa, FL
Frederick Maclean
Pompano Beach, FL
Jeff Realejo
Pompano Beach, FL
David Teas
Pompano Beach, FL
Erik Johnson
Pompano Beach, FL
Stacy Bliss
Pompano Beach, FL
Craig Chuang
Pompano Beach, FL
Timothy Slattery
Pompano Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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