Aaron Clarke has been an investment adviser representative at Heritage Financial since October 2022, and is not listed among the firm’s executive officers or direct owners. Aaron Clarke holds a Degree in Applied Economic Management from Virginia Tech.
Heritage Financial, LLC is a Gainesville, VA firm with $408M under management, 350 clients and 7 advisers across 3 offices, as of its June 2026 filing.
Aaron Clarke is Wealth Advisor of Heritage Financial. As a member of the advisory team, he works directly with individuals, families and executives, with primary fields of focus in investment management, retirement planning, strategic tax planning, executive compensation and developing plans for generational wealth.
Aaron Clarke’s longest registration is the current one, 3 years at Heritage Financial since 2022. Before joining Heritage Financial in 2022, Aaron Clarke was registered through Origin Financial and Halpern Financial, Inc.
- Heritage Financial LLCCurrent– present · 3 yearsGainesville, VA · Adviser representative · Firm CRD 285149
- Origin Financial– · under a yearHerndon, VA · Adviser representative · Firm CRD 305353
- Halpern Financial, Inc.– · 3 yearsAshburn, VA · Adviser representative · Firm CRD 108822
- Acorn Financial Advisory Services, Inc.– · 2 yearsReston, VA · Adviser representative · Firm CRD 116763
Professional designations
Listed by Heritage Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Aaron Clarke is registered as an investment adviser representative in 2 states. Each was approved in October 2022.
- TexasSince 25 October 2022
- VirginiaSince 25 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 February 2016 |
| Series 7 | General Securities Representative Examination | 17 December 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Wayne Clarke
- CRD
- 6358237
- Firm
- Heritage Financial · CRD 285149
- Office
- 7001 HERITAGE VILLAGE PLAZA, SUITE 190, Gainesville, VA 20155
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heritagefinllc.com
Where does Aaron Clarke work?
Aaron Clarke is an investment adviser representative registered through Heritage Financial, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Clarke a financial advisor?
Yes. Aaron Clarke has a current investment-adviser registration in Texas and Virginia, through Heritage Financial since October 2022.
How many years of experience does Aaron Clarke have?
Aaron Clarke has 10 years in the financial industry, since February 2016, across 4 adviser firms.
What exams has Aaron Clarke passed?
Aaron Clarke has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2015. FINRA credited Aaron Clarke with the SIE, which began in October 2018.
Where did Aaron Clarke work before Heritage Financial?
Before Heritage Financial, Aaron Clarke was registered through Origin Financial, June 2022 to October 2022; Halpern Financial, Inc., October 2018 to May 2022; Acorn Financial Advisory Services, Inc., February 2016 to October 2018.
Where is Aaron Clarke based?
Aaron Clarke’s registered office is in Gainesville, VA.
Is Aaron Clarke registered with FINRA?
No. Aaron Clarke has no current broker registration.
Is Aaron Clarke a CFP?
Heritage Financial lists Aaron Clarke with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Aaron Clarke, CFP®, AIF® biography, heritagefinllc.com
How can I verify Aaron Clarke’s record?
Search CRD 6358237 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Clarke’s full registration record.
