David
Pryor

First Heartland Consultants, Inc

CRD#3084221
Investment Advisor
in San Mateo, CA

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About this Advisor

David Pryor is a financial advisor operating out of San Mateo, California with a total of 22 years of relevant experience. Pryor works at First Heartland Consultants, Inc. Throughout their career, they have worked at First Heartland Capital Inc, Crisali, Sciahica & Woodward and Marquis Financial Services Inc. Pryor has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. First Heartland Consultants, Inc is a business based out of Lake Saint Louis, MO. The firm has offices in 78 locations and a total of 105 advisors. It handles $2 billion in total assets between its 9,067 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 9,067 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. First Heartland Consultants, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically vary depending on which service is offered. Fee types charged by First Heartland Consultants, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1650 Borel Place Suite 120
San Mateo, CA 94402

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First Heartland Consultants, Inc Brokerage Details

Total Assets Under Management

$1,466,573,479

CA Average: $11,469,110,461
Total Number of Employees

105

CA Average: 458
Total Number of Accounts

9,067

CA Average: 33,415
Average Account Size

$161,748

CA Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

David Pryor Work History

David has been registered as a financial advisor for 22 years.*

2001 - Present (23 years)

First Heartland Capital Inc

1999 - Present (25 years)

Marquis Financial Services Inc

1980 - Present (44 years)

Crisali, Sciahica & Woodward

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Pryor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Heartland Consultants, Inc

Adam Harrop
Denver, CO
Evin Lantz
Rochester, MN
Joe Selby
Jonesboro, AR
Robert Williams
Memphis, TN
Kevin Lynch
Hillsborough, NJ
Robert Turner
Jackson, MS
Lawrence Blumenfeld
Rancho Mirage, CA
Ricky Higgins
Spartanburg, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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