Sarah
Patton
Heritage Wealth Management
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About this Advisor
Sarah Patton is a financial advisor based in Houston, Texas, working with Heritage Wealth Management. Sarah has previously held positions at Massage Heights, Willis Johnson & Associates, Mutual Of Omaha, and Heritage Wealth Management. Sarah has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Sarah is part of Heritage Wealth Management, which operates out of Houston, Texas. The firm has 8 employees and manages assets totaling $264.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Heritage Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heritage Wealth Management Brokerage Details
$264,274,776
8
602
$438,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sarah Patton Work History
Heritage Wealth Management
Willis Johnson & Associates
Mutual Of Omaha
Willis Johnson & Associates
Massage Heights
Disclosures
Please visit the SEC profile of Sarah Patton 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
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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