Nathan Wayne Burleson
Investment Adviser Representative at Heritage Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan Wayne Burleson is an investment adviser representative with Heritage Wealth Management in Houston, TX, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with PFS Investments Inc. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PFS Investments Inc.Apr 2022 – Oct 2022Houston, TX
- University of HoustonAug 2020 – Dec 2023Houston, TX
- Precision Seamless GuttersAug 2020 – Aug 2023Richmond, TX
- Needville High SchoolAug 2016 – Aug 2020Needville, TX
- Affordable MoonwalksJun 2021 – Aug 2022Richmond, TX
- Sugarland SkeetersApr 2019 – Oct 2019Sugarland, TX
- University of HoustonSep 2022 – May 2023Houston, TX
- Heritage Wealth ManagementJan 2023 – no end date reportedHouston, TX
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Heritage Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Heritage Wealth Management offers financial planning (including risk analysis, retirement strategies, estate planning, tax guidance, and income solutions), retirement income planning, investment management, asset preservation, multi-generational planning, and tax planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Houston, TX
- SEC file number:
- 801-107506
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 19, 2026
View full firm profileOther advisors at Heritage Wealth Management
4 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Wayne Burleson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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