Kristen
Puryear
Heritage Wealth Advisors
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About this Advisor
Kristen Puryear is a financial advisor based in Richmond, Virginia, working with Heritage Wealth Advisors. Kristen has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Chesterfield County Public Schools, and Heritage Wealth Advisors. Kristen has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Kristen is part of Heritage Wealth Advisors, which operates out of Richmond, Virginia. The firm has 2 offices and 35 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Heritage Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heritage Wealth Advisors Brokerage Details
$4,001,734,968
35
1,493
$2,680,332
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
Kristen Puryear Work History
Heritage Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Chesterfield County Public Schools
Disclosures
Please visit the SEC profile of Kristen Puryear 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
Sewickley, PA
Sewickley, PA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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