William Kirk
Investment adviser representative at Heritage Wealth Management, Inc.
11 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
11 years in the industry.
- Heritage Wealth Management, Inc.Oct 2025 to now
- Sanford C. Bernstein & Co., LLCDec 2022 to Oct 2025
- Guaranteed RateJan 2021 to Nov 2022
- UnemployedMay 2020 to Dec 2020
- Robert HalfMar 2020 to Apr 2020
- UnemployedJun 2019 to Feb 2020
- University of DallasAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 7700616
- Firm CRD
- 316956