Advantages of using a CERTIFIED FINANCIAL PLANNER™

Heritage Investor, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this site is registered to conduct business in the following states: TN, GA, FL, WV, MI, OK, VA

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.