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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Walter Brosious is an investment advisor representative with Heritage Retirement Advisors, LLC. Donald is registered with the state of Texas and has been in the industry since June 2016. Donald is also a licensed insurance agent. Heritage Retirement Advisors, LLC is a firm with a main office located in Colleyville, Texas. The firm has a total of 1,400 accounts under management with a total of $194,525,714 in assets. The firm specializes in financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/24/2016 - Present
Heritage Retirement Advisors, LLC (COLLEYVILLE TX)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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