Advisor at Heritage Private Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Heritage Private Wealth
Location
Mount Juliet, TN
Credentials
Series 66
Industry experience
12 years
Barrington Gist is a financial advisor at Heritage Private Wealth with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and LPL Financial. Heritage Private Wealth offers comprehensive investment management and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and business entities. The firm employs a high-touch service model alongside a technology-driven platform, emphasizing strategic asset allocation, long-term investing, diversification, and the use of derivatives in separately managed accounts.
Based on Heritage Private Wealth
Based on Heritage Private Wealth
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
$150.00 per hour for financial planning services
Mount Juliet, TN
Tennessee
Private Wealth Group
2023 - Present (3 years)
LPL Financial
2021 - 2023 (2 years)
Morgan Stanley
2013 - 2021 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
Series 63, Series 65, Series 66
Mt Juliet, TN
Moore Wealth Partners, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Series 66
Nashville, TN
Christian A. Hermo LLC
Series 65
Brentwood, TN
Quants Compete
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