Charlotte
Fox
Heritage Wealth Advisors
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About this Advisor
Charlotte Fox is a financial advisor who works in Richmond, Virginia, with a total of 1 year of relevant experience. Fox works at Heritage Wealth Advisors. Over the course of their career, Fox has held roles at Heritage Wealth Advisors and Merrill Lynch, Pierce, Fenner & Smith Inc. Fox holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and Virginia. Heritage Wealth Advisors is an advisory firm that has its headquarters in Richmond, VA. The company has a total of 30 advisors. It administers $3 billion in assets under management across its 1,345 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 1,345 client accounts, 57% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Financial management fee schedules are based on which service is provided. Fee types charged by Heritage Wealth Advisors may include 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 Wealth Advisors Brokerage Details
$3,081,765,406
30
1,345
$2,291,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Charlotte Fox Work History
Charlotte has been registered as a financial advisor for 1 years.*
Heritage Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith 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 Charlotte Fox 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 Advisors
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Sewickley, PA
Richmond, VA
Richmond, VA
Richmond, 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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