Brian
Cann
Heartwood Wealth Advisors, LLC
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About this Advisor
Brian Cann is a chartered financial analyst operating in Richmond, Virginia who has 1 year of industry experience. Cann is an advisor for Heartwood Wealth Advisors, LLC. Throughout their career, Cann has worked at Wells Fargo Bank and Heartwood Wealth Advisors. Cann is able to advise clients in Florida and Virginia. Heartwood Wealth Advisors, LLC is an advisory business based out of Richmond, VA. It oversees $983 million in total assets across its 1,565 client accounts, making it one of the bigger firms in the country by assets under management. Of its 1,565 client accounts, 99% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Heartwood Wealth Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on which services the firm provides the client. Fee types billed by Heartwood Wealth Advisors, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heartwood Wealth Advisors, LLC Brokerage Details
$982,801,382
13
1,565
$627,988
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Cann Work History
Brian has been registered as a financial advisor for 1 years.*
Heartwood Wealth Advisors
Wells Fargo Bank
*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 Brian Cann 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 Heartwood Wealth Advisors, LLC
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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