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Kristen Barnes Puryear

Heritage Wealth Advisors

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About Kristen Barnes Puryear

Kristen Barnes Puryear is a financial advisor in Richmond, Virginia. Kristen has been in the industry since November 2017 and is currently registered with Heritage Wealth Advisors. Kristen has Series 66, Series 7, Series 9, Series 10, and SIE licenses. Kristen has been with Heritage Wealth Advisors since February 2022. Kristen has also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chesterfield County Public Schools. Kristen is a Certified Financial Planner and holds a license as a licensed insurance agent.

Firm Information

Kristen Puryear is currently registered with Heritage Wealth Advisors. Heritage Wealth Advisors is an investment advisory firm based in Richmond, VA, managing over $4 billion in assets. They specialize in financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They also offer selection of other advisors and tax preparation services.
Heritage Wealth Advisors

919 EAST MAIN STREET

RICHMOND, VA 23219

$4.00B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristen Puryear’s Registration & Firm History

VA

03/17/2022 - Present

Heritage Wealth Advisors (RICHMOND VA)

VA

11/02/2017 - 02/22/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 01/25/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/28/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/24/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen Barnes Puryear.
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