linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Coles Henderson

Heritage Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Coles Henderson

Steven Coles Henderson is a financial advisor registered with Heritage Wealth Advisors, a firm located in Richmond, Virginia. Steven has been in the financial industry since 1985. Steven holds the Series 7 and Series 63 registrations, as well as the Series 65. Steven also holds the Chartered Financial Analyst designation. Steven's specializations include Financial Planning, Pension Consulting, and Portfolio Management.

Firm Information

Steven Henderson 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Henderson’s Registration & Firm History

VA

08/23/2022 - Present

Heritage Wealth Advisors (RICHMOND VA)

NC

03/10/1994 - 06/09/1998

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

NA

08/12/1987 - 09/03/1987

JOHNSTON, LEMON & CO. INCORPORATED

NA

04/23/1985 - 08/05/1986

JOHNSTON, LEMON & CO. INCORPORATED

Not sure if Steven Coles Henderson is right for you?

Licenses & Designations

BC

Issued 03/11/1994

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/27/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Coles Henderson.
Not sure if Steven Coles Henderson is right for you?