Patrick
Rogan
Heritage Wealth Management Group, LTD
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About this Advisor
Patrick Rogan is a certified financial planner operating in Norfolk, Virginia, with a total of 1 year of relevant experience. Rogan works at Heritage Wealth Management Group, LTD. During their career, the advisor has held roles at The Vanguard Group, Inc, Capital One Investment Services, LLC, Fidelity Brokerage Services LLC and Heritage Wealth Management Group, LTD. Rogan maintains a Series 63 license, which qualifies them as a securities representative, and is registered to serve investors in Pennsylvania and Virginia. Heritage Wealth Management Group, LTD is a registered investment firm that has its headquarters in Norfolk, VA. It has offices in three locations and a total of six people on staff. It administers $134 million in assets across its 547 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 547 client accounts, 15% are held by high-net-worth clients who have at least $1 million in investable assets. Heritage Wealth Management Group, LTD has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on the type of financial services. Fee types charged by Heritage Wealth Management Group, LTD most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heritage Wealth Management Group, LTD Brokerage Details
$134,157,967
6
547
$245,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patrick Rogan Work History
Patrick has been registered as a financial advisor for 1 years.*
Heritage Wealth Management Group, LTD
Fidelity Brokerage Services LLC
Capital One Investment Services, LLC
The Vanguard Group, Inc
*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 Patrick Rogan 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 Group, LTD
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
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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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.
