Anne Beard Maclean
Investment adviser representative at Heritage Investment Group, Inc.
36 yearsExperience
1 stateRegistered in
$2.2BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Heritage Investment Group, Inc.May 1993 to now
- Maclean and EmaMar 1990 to Oct 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Heritage Investment Group, Inc.
$2.2BAssets managed
906Clients
12Advisers
25 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
- 2484394
- Firm CRD
- 113204