Elizabeth Lannon Clark

Employer firm

Heritage Financial LLC CRD 285149

$408M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 10/2016
  Heritage Financial
  Gainesville, VA
• 12/2015 → 12/2017
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 09/2016 → 10/2016
  Papa John'S
  Linton Hall, VA
• 10/2016 → Present
  Heritage Financial, Llc
  Gainesville, VA
• 04/2024 → Present
  Intelligent Back Office Solutions, Llc
  Front Royal, VA

Previous Registrations

• 2010-04-26 → 2011-04-14
  Optifour Integrated Wealth Management, Llc

Other Businesses

Intelligent Back Office Solutions, LLC not investment-related private residence in Front Royal, VA simplified solutions for business transitions Member 04/13/2024 10 hours per week 0 hours during trading Responsible for all business filings and financial records.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-05
• S65 Uniform Investment Adviser Law Examination
  2010-03-30
• S63 Uniform Securities Agent State Law Examination
  2007-01-16

Other Names

• Beth Clark
• Elizabeth Hutchinson
• Elizabeth Lannon Hutchison