Jackson, MS Lelia Dr Office

Team
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First Heartland Consultants, Inc. logo

First Heartland Consultants, Inc.

Multi-team

Firm-wide stats for First Heartland Consultants, Inc.

Total advisors

99

Across 69 offices

Clients per advisor

64 Typical

Avg AUM per client

$294,916 Very Low

HNW client ratio

5% Very Low

About

First Heartland Consultants provides investment advisory and financial planning services to individuals (including high-net-worth clients), businesses, and participants in employer-sponsored retirement plans. Its offerings include personalized asset management across wrap and non-wrap programs, third-party asset management (TAMP) services, financial planning and consulting, and a model-based self-directed brokerage account (SDBA) program for 401(k) participants.

Advisory services are delivered through independent investment adviser representatives (IARs) who provide discretionary portfolio management using a mix of fundamental, technical and cyclical analysis and both strategic and tactical asset-allocation techniques. The firm makes model portfolios available (including fund-of-funds single-ticker models used in the SDBA program), provides ongoing monitoring and annual reviews, and uses custodians such as Schwab and Pershing depending on the program.

Distinctive features include a vertical affiliation with an in-house broker-dealer and insurance businesses and the frequent dual-registration of IARs, which the firm discloses and manages through written policies and supervisory procedures. The brochure also discloses a past SEC enforcement matter (2021) related to disclosure and revenue-sharing practices for which the firm implemented remedial actions, and the firm’s business includes multiple program relationships (SDBA, TAMP and unified managed account offerings) and platform arrangements that shape how advisory services and compensation are delivered.

Based on First Heartland Consultants, Inc.

Expertise

Annuities Income planning Cash flow / budgeting

Based on First Heartland Consultants, Inc.

Location

1640 Lelia Dr, Ste 110

Jackson MS 39216

Advisors at this office

2

Advisors at this office

user avatar

Harlan F

ChFC®, Series 66

Jackson, MS

First Heartland Consultants, Inc.

Harlan Fortenberry is a financial advisor at First Heartland Consultants, Inc. with 49 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes over two decades at ValMark Advisers, Inc. and Valmark Securities, Inc., as well as a long tenure at Executive Planning Group. He is also a Certified Public Accountant and serves on the executive committee of the National Association of Insurance and Financial Advisors (NAIFA) in Mississippi. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar

Robert T

Series 65, Series 63

Jackson, MS

First Heartland Consultants, Inc.

Robert Turner Jr. is an investment adviser representative with First Heartland Consultants, Inc. based in Jackson, MS, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has operated Turner Insurance since 2013, where he markets insurance and financial services. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program. The firm employs a range of analytical approaches and asset allocation techniques, serving clients through independent advisers and utilizing multiple custodians and platform arrangements.

Annuities Income planning Cash flow / budgeting
View complete list of advisors at this office
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