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Elizabeth Lannon Clark

Principal, Chief Compliance Officer, Chief Operations Officer, MemberHeritage Financial, LLCCRD 4993390

About Elizabeth Lannon Clark

Elizabeth Lannon Clark is listed as Principal, Chief Compliance Officer, Chief Operations Officer, Member at Heritage Financial, LLC in Gainesville, VA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Heritage Financial, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Elizabeth Lannon Clark work?

Elizabeth Lannon Clark is listed as Principal, Chief Compliance Officer, Chief Operations Officer, Member at Heritage Financial, LLC on SEC Form ADV.

How much of Heritage Financial, LLC does Elizabeth Lannon Clark own?

Form ADV reports a beneficial ownership band of 25-50%.

Heritage Financial, LLC

TitlePrincipal, Chief Compliance Officer, Chief Operations Officer, Member
Ownership25-50%
Control personYes
Since2016
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