Colin Robert Leighton
Investment adviser representative at Heritage Oak Wealth Advisors
7 yearsExperience
1 stateRegistered in
$347.4MFirm assets
3 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Heritage Oak Wealth AdvisorsOct 2019 to now
- Sowell ManagementMar 2020 to Apr 2023
- Allstone GroupSep 2016 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AR).
Heritage Oak Wealth Advisors
Legal name: Heritage Oak Wealth Advisors LLC
$347.4MAssets managed
241Clients
5Advisers
3 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
- 7237770
- Firm CRD
- 323925