Eric Eugene Thomas
Investment adviser representative at Heritage Financial LLC
12 yearsExperience
1 stateRegistered in
$408MFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Heritage Financial LLCJan 2026 to now
- Texas Tech University - It Help CentralOct 2023 to Dec 2025
- United States Marine CorpsFeb 2014 to Aug 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Heritage Financial LLC
Legal name: Heritage Financial, LLC
$408MAssets managed
350Clients
7Advisers
7 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
- 8214883
- Firm CRD
- 285149