Michael Benjamin Broadhurst

Employer firm

Heritage Wealth Management Group, Ltd CRD 148459

$152M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2001 → 06/2020
  Financial Counselors Of Virginia, Inc.
  Portsmouth, VA
• 07/2020 → Present
  Heritage Wealth Management Group, Ltd
  Norfolk, VA
• 02/2021 → Present
  Heritage Wealth Management Group, Ltd
  Norfolk, VA

Previous Registrations

• 2002-09-05 → 2020-07-11
  Financial Counselors Of Virginia, Inc.
  Portsmouth, VA
• 1987-07-21 → 2002-09-03
  Ameriprise Financial Services, Llc
  Portsmouth, VA

Other Businesses

1) ELDER, FIRST PRESBYTERIAN CHURCH. Member of Rotary Club of Portsmouth. 2) Sole Prop; Mike's Mobile Mics; Is the business investment related: No; Location of the business: 231 iDLEWOOD aVE, Portsmouth, VA 23704; Description of the business: Audio and Video recording and editing; Responsibilities Duties: Everything; Start date with business: 2008-06-01; Hours devoted to business during trading hours: <1; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 2;

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-02-02

Designations

• Certified Financial Planner

Other Names

• Mike Broadhurst