CoverProfile

Katie Tennent

Investment Advisor Representative, Partner

Heritage Asset Advisors Ltd LLP

United States, Texas, Houston

Profile Information

Investment Advisor Representative, Partner

Heritage Asset Advisors Ltd LLP

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Houston

Texas

United States

Aug 5, 2025

Work Experience

Heritage Asset Advisors Ltd LLP

Investment Advisor Representative, Partner
Email: katie.tennent@heritageassetadvisors.com

More profiles to browse

PS
Patrick Shinn
Owner and President
LS
Laura Smith
Investment Advisor Representative, Partner

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation