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Meagan Elizabeth Roberts

Heritage Wealth Advisors

Richmond, VA

Wexford, PA

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Current Employers
Heritage Wealth Advisors

919 East Main Street Suite 950, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-12-13
  • PA RA
    APPROVED
    Since 2021-12-13

Branch Locations

919 East Main Street Suite 950, Richmond, VA 23219 • United States

2563 Brandt School Rd Suite 201, Wexford, PA 15090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Wealth Advisors Pittsburgh PA 10/2021 Present
Pricewaterhousecoopers Pittsurgh PA 01/2014 10/2021

View on SEC IAPD

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Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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