Michelle Mh Hams
Investment adviser representative at Heritage Wealth Management, Inc.
13 yearsExperience
1 stateRegistered in
$643.4MFirm assets
4 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 feePerformance-based
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 Wealth Management, Inc.Nov 2021 to now
- The Kocen Financial GroupSep 2021 to now
- LPL Financial LLCJun 2017 to Sep 2021
- TD Ameritrade InstitutionalMar 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Heritage Wealth Management, Inc.
$643.4MAssets managed
235Clients
6Advisers
4 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
- 6021969
- Firm CRD
- 316956