Michael Broadhurst has been an investment adviser representative at Heritage Wealth Management Group since July 2020, and is not listed among the firm’s executive officers or direct owners.
Heritage Wealth Management Group, LTD is a Norfolk, VA firm with $152M under management, 180 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Michael B. Broadhurst is Wealth Advisor of Heritage Wealth Management Group. He began in the securities industry in 1986 at IDS, which became American Express Financial Advisors, now known as Ameriprise. Broadhurst later joined Financial Counselors of Virginia, where he spent twenty plus years and became President and CEO, and in 2020 he joined Heritage Wealth Management Group.
Michael Broadhurst’s longest registration was 17 years at Financial Counselors of Virginia, Inc. (2002–2020). Before joining Heritage Wealth Management Group in 2020, Michael Broadhurst was registered through Financial Counselors of Virginia, Inc. and American Express Financial Advisors, Inc.
- – present · 6 yearsNorfolk, VA · Adviser representative · Firm CRD 148459
- Financial Counselors of Virginia, Inc.– · 17 yearsPortsmouth, VA · Adviser representative · Firm CRD 115286
- American Express Financial Advisors, Inc.– · 15 yearsPortsmouth, VA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Heritage Wealth Management Group
- CFP®
Investment adviser representative registrations
Michael Broadhurst is registered as an investment adviser representative in Virginia, since July 2020.
- VirginiaSince 11 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 21 February 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 February 1987 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Michael Benjamin Broadhurst
- CRD
- 1604098
- Firm
- Heritage Wealth Management Group · CRD 148459
- Office
- 733 BOUSH STREET, SUITE 100, Norfolk, VA 23510-1591
- Registration
- Investment adviser registration
- In the industry since
- July 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hwmgroup.com
Where does Michael Broadhurst work?
Michael Broadhurst is an investment adviser representative registered through Heritage Wealth Management Group, LTD since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Michael Broadhurst a financial advisor?
Yes. Michael Broadhurst has a current investment-adviser registration in Virginia, through Heritage Wealth Management Group since July 2020.
How many years of experience does Michael Broadhurst have?
Michael Broadhurst has 39 years in the financial industry, since July 1987, across 3 adviser firms.
What exams has Michael Broadhurst passed?
Michael Broadhurst has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in February 1987.
Where did Michael Broadhurst work before Heritage Wealth Management Group?
Before Heritage Wealth Management Group, Michael Broadhurst was registered through Financial Counselors of Virginia, Inc., September 2002 to July 2020; American Express Financial Advisors, Inc., July 1987 to September 2002.
Where is Michael Broadhurst based?
Michael Broadhurst’s registered office is in Norfolk, VA.
Is Michael Broadhurst registered with FINRA?
No. Michael Broadhurst has no current broker registration.
Is Michael Broadhurst a CFP?
Heritage Wealth Management Group lists Michael Broadhurst with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Michael Broadhurst’s record?
Search CRD 1604098 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Broadhurst’s full registration record.
