Steven
Henderson
Heritage Wealth Advisors
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About this Advisor
Steven Henderson is a chartered financial analyst based out of Richmond, Virginia with 1 year of relevant experience. Henderson currently works for Heritage Wealth Advisors. During their career, Henderson has held roles at Heritage Wealth Advisors and Spider Management Co. Henderson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Virginia. Heritage Wealth Advisors is a company operating out of Richmond, VA. The firm has a total of 30 employees. It oversees $3 billion in assets under management across its 1,345 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 15 charitable organizations. Of its 1,345 client accounts, 57% belong to high-net-worth clients who have greater than $1 million in assets. Heritage Wealth Advisors provides a wide set 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. Fees charged by financial advisors largely depend on the type of financial services offered. However, fee types billed by Heritage Wealth Advisors most likely include any 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
Steven Henderson Work History
Steven has been registered as a financial advisor for 1 years.*
Heritage Wealth Advisors
Spider Management Co
*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 Steven Henderson 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
Richmond, VA
Richmond, VA
Richmond, VA
Sewickley, PA
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