| Advisor Profile |
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| Nasser Ali is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3136547-062320 |
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About Heritage Financial Consultants |
We approach the financial marketplace with a fresh perspective, identifying opportunities and solutions that are innovative and effective. Youll see from the start that our priority is you, and that our approach reflects that. Heres what sets us apart.
1) We start by getting to know you and what you want to accomplish. We meet throughout the year to ensure that your financial plan is aligned with your current lifestyle, as well as any relevant changes to legislation.
2) We work closely with you to develop a customized plan designed to protect and grow your wealth in line with your personal values and goals. We provide personalized, one-on-one attention, backed by a robust team and access to a range of resources and experience to help you achieve your financial goals.
3) Your finances affect every aspect of your life. We look beyond our relationship with you to consider a wider perspective, proactively engaging with your team of trusted advisors lawyers, accountants, and more to enhance our strategies and strengthen our plans for your unique situation.
4) Our team is an integral part of your success. Our highly educated professionals possess key licenses that speak to their ability to provide guidance, and they are continually learning about new strategies and resources to share with you. |
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General Information |
| Years of Experience in Financial Services: |
25
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| States Licensed in: |
DE, FL, IN, MD, MA, NY, OH, TX, VT, VA, WA
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| Name of Custodial Firm: |
National Financial Services (NFS)
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| Number of Years with Current Firm: |
18
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| Insurance License#: |
187175
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| Work with the following types of clients: |
Individual Investors, Businesses, Non-Profit Organizations
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| Name of Broker/Dealer: |
Lincoln Financial Advisors
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| Advisory Services Provided: |
Retirement Planning, Financial Planning for Individuals, Portfolio Management, Money Management, Insurance Planning, Estate Planning & Trusts
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Services |
| Investment Types: |
Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI), Annuities, Insurance
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| Can meet clients in the following ways: |
Our Office, Your Home, Your Office, Phone, Email, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
AAMS®, CFP®, CMFC®, CRPC®, CFA, CAIA
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| Securities Licenses: |
Series 7, Series 24, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Health, Life, Long Term Care, Variable Annuity, Variable Life
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Firm Information |
| Assets Managed by Advisor: |
100,000,000
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Flat Fee, Based on Assets, Commissions
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