Trey
Childers
Heritage Wealth Advisors
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About this Advisor
Trey Childers is a financial advisor operating in Richmond, Virginia with 1 year of relevant experience. Childers currently works for Heritage Wealth Advisors. Their career trajectory has included roles at Heritage Wealth Advisors, West Virginia University, State Farm, New Enterprise Stone & Lime Inc and Norther Bedford County High School. Childers maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Virginia. Heritage Wealth Advisors is an advisory firm that has its headquarters in Richmond, VA. The firm has a total of 30 employees. It administers $3 billion in total assets across its 1,345 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 15 charities and foundations. Of its 1,345 accounts, 57% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, such as 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 usually vary depending on which services the firm provides the client. Fee types charged by Heritage Wealth Advisors can include 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
Trey Childers Work History
Trey has been registered as a financial advisor for 1 years.*
Heritage Wealth Advisors
West Virginia University
State Farm
New Enterprise Stone & Lime Inc
West Virginia University
Norther Bedford County High School
*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 Trey Childers 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
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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