Heritage Financial Systems, LLC

Overview

Heritage Financial Systems, LLC is a Broker Dealer based in Malvern, PA, formed in 1999 in Pennsylvania. Its 3 registered representatives work across 1 branch offices in 1 state.

Registered reps

3

Branch offices

1

Formed

1999

Jurisdictions

14

Contact

1 phone number on file

Practice

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Oil & Gas Partnerships
• Options
• Private Placements
• 4 more

Executive officers 2 of 2

• Brian Keith Lureen Financial and Operations Principal, Municipal Securities Principal, Chief Compliance Officer CRD 1613204
• Wayne Arthur Ellison Senior Compliance Officer, Trade Desk Supervisor CRD 1454652

Registered reps 3 of 3

• Wayne Arthur Ellison Registered Rep CRD 1454652
• Jerry Lee Fenimore Registered Rep CRD 1938594
• Brian K Lureen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1613204

Location

Headquarters

5 Great Valley Pkwy Ste 334
Malvern, PA 19355

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Branch offices

1 in 1 state

Registrations

• FINRA member, limited liability company formed in Pennsylvania
• Registered in 14 jurisdictions
• Website: heritagefincorp.com

Every state, with registration dates

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