Zachary
Thomas
Heritage Wealth Management, LLC
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About this Advisor
Zachary Thomas is a financial advisor operating out of Georgetown, Texas with a total of 1 year of industry experience. Thomas is an advisor for Heritage Wealth Management, LLC. Throughout their career, they have worked at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Allphase Electric, Lamar State College Orange, Mccoys Lumber Supply, Axa Advisors, LLC, Bancorpsouth, Infinex Investments Inc and Heritage Wealth Management, LLC. Thomas maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona and Texas. Heritage Wealth Management, LLC is an advisory firm that has its headquarters in Phoenix, AZ. The firm has offices in five locations and a total of 28 advisors. It manages $545 million in assets under management between its 807 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 807 client accounts, 20% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Heritage Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on the services offered. Fee types billed by Heritage Wealth Management, LLC most likely 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
Zachary Thomas Work History
Zachary has been registered as a financial advisor for 1 years.*
Heritage Wealth Management, LLC
Bancorpsouth
Infinex Investments Inc
Wells Fargo Clearing Services, LLC
Axa Advisors, LLC
Wells Fargo Bank, Na
Mccoys Lumber Supply
Lamar State College Orange
Allphase Electric
*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 Zachary Thomas 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
Phoenix, AZ
Clovis, CA
Georgetown, TX
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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