Kevin
Hussey

Heritage Wealth Management Group, LTD

CRD#6395126
Investment Advisor
in Norfolk, VA

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About this Advisor

Kevin Hussey is a financial advisor based in Norfolk, Virginia, working with Heritage Wealth Management Group, LTD. Kevin has previously held positions at First Trust Portfolios L.P, Vivid Seats, and Heritage Wealth Management Group, LTD. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Kevin is part of Heritage Wealth Management Group, LTD, which operates out of Norfolk, Virginia. The firm has 1 office and 6 employees. The firm manages assets totaling $156.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Heritage Wealth Management Group, LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

733 Boush Street Suite 100
Norfolk, VA 23510-1591

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Heritage Wealth Management Group, LTD Brokerage Details

Total Assets Under Management

$156,699,031

VA Average: $1,835,309,194
Total Number of Employees

6

VA Average: 32
Total Number of Accounts

537

VA Average: 1,458
Average Account Size

$291,805

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kevin Hussey Work History

2024 - Present (0 year)

Heritage Wealth Management Group, LTD

2023 - Present (1 year)

Heritage Wealth Management Group, LTD

2014 - 2023 (9 years)

First Trust Portfolios L.P

2014 - 2014 (< 1 year)

Vivid Seats

Disclosures

Please visit the SEC profile of Kevin Hussey 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

Kevin Hussey
Norfolk, VA
Zachary Tekamp
Norfolk, VA
Robert Sullivan
Norfolk, VA
Mark Tekamp
Norfolk, VA
Michael Broadhurst
Norfolk, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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