Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Tyler Downey is an investment advisor representative at Heritage Financial LLC. Andrew has been in the financial industry since 2014, serving clients in Virginia, Texas, and Pennsylvania. Andrew holds a Series 65 license, and is registered to offer investment advisory services in Virginia and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
05/31/2024 - Present
Heritage Financial LLC (GAINESVILLE VA)
IA
Issued 05/31/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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