Charlotte Bowman Sargeant
Investment adviser representative at Heritage Financial Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$188MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Heritage Financial Advisors, LLCAug 2010 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Heritage Financial Advisors, LLC
$188MAssets managed
220Clients
2Advisers
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
- 4679560
- Firm CRD
- 154955