John
Garner
Heritage Wealth Management Group, LTD
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About this Advisor
John Garner is a certified financial planner and chartered financial consultant who works out of Norfolk, Virginia with a total of 4 years of industry experience. Garner is on the advisory team at Heritage Wealth Management Group, LTD. Over the course of their career, they have held roles at Prudential Financial, Inc, Pruco Securities, LLC, Jp Morgan Private Bank, Capital One Investing, LLC and Heritage Wealth Management Group, LTD. Garner maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Delaware and Virginia. Heritage Wealth Management Group, LTD is an advisory company operating out of Norfolk, VA. The firm has offices in three locations and a total of six financial advisors. It has $134 million in assets under management among its 547 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 547 accounts, 15% are held by high-net-worth investors who have more than $1 million in assets. Heritage Wealth Management Group, LTD provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which service is provided. However, fees charged by Heritage Wealth Management Group, LTD likely 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 Management Group, LTD Brokerage Details
$134,157,967
6
547
$245,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Garner Work History
John has been registered as a financial advisor for 4 years.*
Heritage Wealth Management Group, LTD
Heritage Wealth Management Group, LTD
Capital One Investing, LLC
Jp Morgan Private Bank
Prudential Financial, Inc
Prudential Financial, Inc
Pruco Securities, LLC
*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 John Garner 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 Group, LTD
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, 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.
