Meagan Elizabeth Roberts
Managing Director Of Financial Planning And TaxHeritage Wealth Advisors, LLCCRD 7462097
About Meagan Elizabeth Roberts
Meagan Elizabeth Roberts is listed as Managing Director Of Financial Planning And Tax at Heritage Wealth Advisors, LLC in Richmond, VA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Heritage Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Meagan Elizabeth Roberts work?
Meagan Elizabeth Roberts is listed as Managing Director Of Financial Planning And Tax at Heritage Wealth Advisors, LLC on SEC Form ADV.
How much of Heritage Wealth Advisors, LLC does Meagan Elizabeth Roberts own?
Form ADV reports a beneficial ownership band of Under 5%.
Heritage Wealth Advisors, LLC
| Title | Managing Director Of Financial Planning And Tax |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |