Nathan Wayne Burleson
Investment adviser representative at Heritage Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$357.8MFirm 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
Experience
10 years in the industry.
- Heritage Wealth ManagementJan 2023 to now
- Pfs Investments Inc.Apr 2022 to Oct 2022
- Affordable MoonwalksJun 2021 to Aug 2022
- University of HoustonAug 2020 to Dec 2023
- Precision Seamless GuttersAug 2020 to Aug 2023
- Sugarland SkeetersApr 2019 to Oct 2019
- Needville High SchoolAug 2016 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Heritage Wealth Management
Legal name: Heritage Wealth Management, Inc.
$357.8MAssets managed
218Clients
6Advisers
10 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
- 7521339
- Firm CRD
- 122394