Katie Elizabeth Tennent
Investment adviser representative at Heritage Asset Advisors Ltd., LLP
17 yearsExperience
1 stateRegistered in
$306.6MFirm assets
19 yearsFirm in business
Are you Katie Elizabeth Tennent? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Heritage Asset Advisors Ltd., LLPJan 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Heritage Asset Advisors Ltd., LLP
$306.6MAssets managed
391Clients
4Advisers
19 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
- 5339813
- Firm CRD
- 144125