Darryl L. Hinkle

HERITAGE INVESTMENT GROUP

Pompano Beach, FL 33062

Some features on this profile are disabled

CRD#: 2748641

Professional summary

Darryl Lee Hinkle, CFP® is a registered financial advisor currently at HERITAGE INVESTMENT GROUP, INC. located in Pompano Beach, Florida.

Darryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Darryl has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

HINKLE, RHINE & ROOT, LLC; NON-INVESTMENT RELATED; POMPANO BEACH, FL; CERTIFIED PUBLIC ACCOUNTANTS; CPA; 1/2024; 50 HRS. PER WEEK (APPROX); 30 HRS. DURING TRADING (APPROX); TAX AND ACCOUNTING PREPARATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darryl Lee Hinkle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

July 16, 2001 - Present

HERITAGE INVESTMENT GROUP, INC.

Office #1: 2480 N.e. 23rd Street, Pompano Beach, FL 33062

RIA

CRD#: 113204

Pompano Beach, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HERITAGE INVESTMENT GROUP, INC.

CRD#: 113204 / SEC#: 801-60396

RIA

Registered Investment Advisory firm - (7/16/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/16/2001)

IAR

Texas
(2/10/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/1996

Uniform Investment Adviser Law Examination

Current Firm

HERITAGE INVESTMENT GROUP, INC.

CRD#: 113204 / SEC#: 801-60396

RIA

Registered Investment Advisory firm - (7/16/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2480 N.e. 23rd Street, Pompano Beach, FL 33062

Mailing Address

Phone number

(954) 785-5400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HERITAGE 2025 REVISED FORM ADV PARTS 2A AND 2B (12/2/2025)

Regulatory assets under management

Total Number of Accounts	2,211
AUM (Assets Under Management)	$ 1,913,368,545

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/22/2025	Cover Page	Report
10/04/2024	Cover Page	Report
01/19/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

John Fricker

EQUITABLE ADVISORS, LLC

IAR

Ft. Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Darryl L. Hinkle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darryl Lee Hinkle's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERITAGE INVESTMENT GROUP, INC.

Primary Firm SEC Registration

HERITAGE INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/1996

Current Firm

HERITAGE INVESTMENT GROUP, INC.

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HERITAGE INVESTMENT GROUP, INC.

TRUST BUT VERIFY

Similar Advisors