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Brittany Brannon

Advisor at First Heartland Consultants, Inc.

Updated today

Location

Chambersburg, PA 17201

Credentials

Series 66

Industry experience

1 year

About

Brittany Brannon is a financial advisor at First Heartland Consultants, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Equitable Advisors LLC. Outside of her advisory role, she has experience as an administrative employee at Erickson Financial. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and asset management services, utilizing model-based strategies and delivering advice through a network of independent investment adviser representatives.

Client services

Based on First Heartland Consultants, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on First Heartland Consultants, Inc.

Annuities Income planning Cash flow / budgeting

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Fee options

Fixed

Fixed fees for financial planning and consulting services, negotiable with no stated minimum or maximum.

Commissions

Commissions on securities and insurance products when implemented through affiliated broker-dealer or insurance agency.

Project-based

Up to $250 per hour for financial planning and consulting services, negotiable and specified in agreement.

Other

Account minimum: $6,500 Fee-only: Hourly fees up to $250/hour; fixed fees negotiable, no minimum or maximum fixed fee specified.

Location

445 Phoenix Dr

Chambersburg, PA 17201

Most active in

Pennsylvania

Work history

First Heartland Capital Inc

2025 - Present (1 year)

Bank of America, N.A.

2025 - 2025 (1 year)

Merrill

2025 - 2025 (1 year)

Unemployed

2024 - 2025 (1 year)

Equitable Advisors LLC

2023 - 2024 (1 year)

Unemployed

2023 - 2023 (1 year)

Turning Point Financial

2022 - 2023 (1 year)

Geico GFR

2021 - 2022 (1 year)

Stay At Home Mom/Unemployed

2020 - 2021 (1 year)

Statefarm

2020 - 2020 (1 year)

Blizzard Pulling LLC

2010 - 2020 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Options & derivatives strategies
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General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Chambersburg, PA

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General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Series 63, Series 65

Shippensburg, PA

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Ft Loudon, PA

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ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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