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Issued to:
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Argent Retirement Plan Advisors, LLC dba Heritage Retirement Plan Advisors
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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Discretionary and non-discretionary investment advisory services for retirement plans
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Date of Current Registration:
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2022.09.10
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Date of Initial Registration:
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2019.09.10
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CEFEX file:
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CFX10698
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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