DA
Delores Ann Remo
CRD 2847665
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Heritage Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Rva Community Development Corporation | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Heritage Wealth Advisors, Llc
Chief Executive Officer And Managing Director · 10% – 25% · Sep 2024
-
Heritage Wealth Advisors, Llc
Managing Member · 50% – 75% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗