Eric Thomas has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Gainesville, Virginia. Eric joined Heritage Financial in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 22 advisors with offices in Gainesville, and one of 22 fiduciaries.
At a glance
Services through Heritage Financial
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowHeritage Financial LLCCurrent firm
Contact Eric
(703) 754-1233Heritage Financial main office 7001 Heritage Village Plaza Suite 190Gainesville, VA 20155Office · Get directions Facebook pageHeritage Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Eric
How do I contact Eric?
Call Heritage Financial at (703) 754-1233 and ask for Eric Thomas. Eric works from the Gainesville, VA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Eric hold?
Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Heritage Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.