AUMdb
NW

Nancy Westervelt Mulvey

CRD 1213609 Certified Financial Planner

Firms

FirmRoleAs of
Heritage Financial Counselors, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗