Elizabeth Lannon Clark
Investment adviser representative at Heritage Financial LLC
11 yearsExperience
2 statesRegistered in
$408MFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Intelligent Back Office Solutions, LLCApr 2024 to now
- Heritage Financial, LLCOct 2016 to now
- The Strategic Financial Alliance, Inc.Dec 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Heritage Financial LLC
Legal name: Heritage Financial, LLC
$408MAssets managed
350Clients
7Advisers
7 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
- 4993390
- Firm CRD
- 285149