Ian Andrew Harris is listed as Financial Planner at Heritage Wealth Management, Inc. in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Heritage Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Ian Andrew Harris work?
Ian Andrew Harris is listed as Financial Planner at Heritage Wealth Management, Inc. on SEC Form ADV.
How much of Heritage Wealth Management, Inc. does Ian Andrew Harris own?
Form ADV reports a beneficial ownership band of Under 5%.