Harriet Doherty

Financial Planner at Heritage Financial Consultants LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Chartered Life Underwriter
    -
  • Chartered Retirement Planning Counselor
    -
  • Life and Health Insurance
    -
  • Registered Investment Advisor
    -
  • Series 7, 63 and 65
    -

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Jul 2010 - Present

      Harriet Doherty is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corp. Harriet is securities licensed in CO, DE, FL, IL, IA, MD, PA, VA and WV, CRN-3355253-120320 Harriet Doherty is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corp. Harriet is securities licensed in CO, DE, FL, IL, IA, MD, PA, VA and WV, CRN-3355253-120320

  • Insight Financial Group
    • 11350 McCormick Road Hunt Valley, MD 21031
    • Financial Planner
      • Oct 2009 - Jul 2010

    • United States
    • 1 - 100 Employee
    • Financial Planner
      • Jun 1994 - Oct 2009

Education

  • McDaniel College
    Bachelor's degree, English/Education
    1970 - 1974

Community

You need to have a working account to view this content. Click here to join now