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First Heartland Consultants, Inc. financial advisors in Ohio
Every SEC-registered investment adviser representative at a First Heartland Consultants, Inc. office in Ohio, by city and A to Z.
The short answer
4 registered advisors work at First Heartland Consultants, Inc. in Ohio, out of 84 nationwide; it's the firm's number 6 state by advisors, and the most are in Westlake (2). 1 list the CFP designation and 3 are also registered broker representatives.
First Heartland Consultants, Inc. advisors by city in Ohio
Every firm in Ohio →First Heartland Consultants, Inc. advisors in Ohio, A to Z
Search by name →- Fady Y. ChaccourWestlake · Chartered Financial Consultant
- Daniel L. GilbertTipp City · Certified Financial Planner, Chartered Financial Consultant
- Logan A. GrayPowell
- Matthew H. MatheneyWestlake
First Heartland Consultants, Inc. advisors in every state →First Heartland Consultants, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
First Heartland Consultants, Inc. in other states
Missouri 17Indiana 9Iowa 6Michigan 4Minnesota 4Arkansas 3Colorado 3Mississippi 3North Carolina 3
Questions
How many First Heartland Consultants, Inc. financial advisors are in Ohio?
4 investment adviser representatives are registered at First Heartland Consultants, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 84 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Where in Ohio does First Heartland Consultants, Inc. have the most advisors?
Westlake, with 2, then Powell (1). First Heartland Consultants, Inc. has advisors in 3 cities in Ohio.
How do I check a First Heartland Consultants, Inc. advisor in Ohio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the First Heartland Consultants, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.