Aaron
Clarke
Heritage Financial LLC
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About this Advisor
Aaron Clarke is a certified financial planner operating out of Gainesville, Virginia with 1 year of industry experience. Clarke is currently employed by Heritage Financial LLC. During their career, Clarke has held roles at Harpers Insurance Allstate, Advisors Financial, Inc, Virginia Tech, The Strategic Financial Alliance, Inc, Acorn Financial Services, Inc, Acorn Financial Advisory Services, Inc, Halpern Financial, Inc, Virtual Business Virtuosos Dba Gig Wealthy, Origin Financial and Heritage Financial. Clarke has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Texas and Virginia. Heritage Financial LLC is a business based in Gainesville, VA. It has a total of eight financial advisors. It has $229 million in assets among its 1,228 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,228 customer accounts, 18% belong to high-net-worth clients who have more than $1 million in assets available to invest. Heritage Financial LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on the services. However, fees billed by Heritage Financial LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heritage Financial LLC Brokerage Details
$228,794,696
8
1,228
$186,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Aaron Clarke Work History
Aaron has been registered as a financial advisor for 1 years.*
Virtual Business Virtuosos Dba Gig Wealthy
Heritage Financial
Origin Financial
Halpern Financial, Inc
Acorn Financial Advisory Services, Inc
The Strategic Financial Alliance, Inc
The Strategic Financial Alliance, Inc
Acorn Financial Services, Inc
Advisors Financial, Inc
Harpers Insurance Allstate
Virginia Tech
*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 Aaron Clarke 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 Financial LLC
Gainesville, VA
Gainesville, VA
Gainesville, VA
Gainesville, VA
Mc Lean, VA
Gainesville, VA
Gainesville, 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.
