Colleen Friday Echausse
Investment adviser representative at Heritage Financial Counselors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$235.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Heritage Financial Counselors, LLCNov 2016 to now
- Raising 4 ChildrenMar 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Heritage Financial Counselors, LLC
$235.9MAssets managed
143Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1812855
- Firm CRD
- 288232