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John Bradley Ligon

Advisor at First Heartland Consultants, Inc. — Pontotoc, MS

Updated today

Credentials

Series 63, Series 66

Experience

17 years

Location

Pontotoc, MS 38863

First Heartland Consultants, Inc. logo

First Heartland Consultants, Inc.

Multi-team

Total advisors

96

Across 67 offices

Clients per advisor

66 Typical

Avg AUM per client

$294,916 Very Low

HNW client ratio

5% Very Low

About

John Ligon is a financial advisor with First Heartland Consultants, Inc. in Pontotoc, MS, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society. He is also an owner of Covenant Financial Group, which markets insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered 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

See office

Pontotoc, MS

8 E Marion St

Pontotoc MS 38863

Advisors at this office

1

Most active in

Louisiana · Mississippi

Work history

17 years of industry experience

First Heartland Capital Inc

2018 - Present • 8 years

Lake St Louis, MO

Woodmen Financial Services, Inc.

2009 - 2018 • 9 years

Omaha, NE

Woodmen Of The World Life Insurance Society

2008 - 2018 • 10 years

Omaha, NE

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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Christopher J

Series 63, Series 65

Pontotoc, MS

Primerica Advisors

Christopher Jones is a financial advisor with Primerica Advisors in Amory, MS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning

Stacey M

Series 66

Tupelo, MS

Edward Jones

Stacey Myrick is a Series 66 licensed financial advisor with Edward Jones in Tupelo, Mississippi, where she has worked since 2012. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and provides fiduciary advisory services supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Raymond H

Series 65, Series 63

Pontotoc, MS

Primerica Advisors

Raymond Hisaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Hisaw’s prior work includes roles at Gates Rubber Co. and Sonoco Products, alongside a long tenure with Primerica Financial Services beginning in 2003. Outside his advisory role, he is involved in sales of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services via a large network of advisors using model-based strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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William E

Series 66

Tupelo, MS

Merrill

William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.

Wealth management Retirement income strategy Tax-loss harvesting
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Neal C

Series 63, Series 66

Tupelo, MS

STIFEL

Neal Clement is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning

John B

Series 63, Series 66

Pontotoc, MS

Edward Jones

John Bourne is a financial advisor with Edward Jones in Pontotoc, Mississippi, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Bourne serves on the Pontotoc Rotary Club board, the Pontotoc County Bodock Association board, and is a board member of North Mississippi Health Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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