Heritage Financial LLC

CRD 285149 · Gainesville, VA · $408.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 285149
SEC number: 801-114336
Firm type: RIA
Assets under management: $408.0M as of Jun 9, 2026
Website: www.facebook.com/heritagefinancialllc ↗
Phone: (703) 754-1233
Address: 7001 Heritage Village Plaza, Gainesville, VA, 20155

Advisors at this firm

7 in our index · page 1 of 1

Yahia AlbaghdadiCRD 8054624 · Gainesville, VA

IA Registered
Elizabeth Lannon ClarkCRD 4993390 · Gainesville, VA

IA RegisteredRegistration inactive
Aaron Wayne ClarkeCRD 6358237 · Gainesville, VA

IA RegisteredRegistration inactive
Andrew Tyler DowneyCRD 7916176 · Gainesville, VA

IA Registered
David Kalani MortonCRD 4912079 · Gainesville, VA

IA RegisteredRegistration inactive
David John O'neillCRD 6885315 · Gainesville, VA

IA RegisteredRegistration inactive
Eric Eugene ThomasCRD 8214883 · Gainesville, VA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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