Robert
Turner

First Heartland Consultants, Inc

CRD#6631563
Investment Advisor
in Jackson, MS

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About this Advisor

Robert Turner is a financial advisor based in Jackson, Mississippi, working with First Heartland Consultants, Inc. Robert has previously held a position at Turner Insurance. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Mississippi. Currently, Robert is part of First Heartland Consultants, Inc, which operates out of Jackson, Mississippi. The firm has 77 offices and 104 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at First Heartland Consultants, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

1640 Lelia Drive Suite 210
Jackson, MS 39216

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First Heartland Consultants, Inc Brokerage Details

Total Assets Under Management

$1,715,280,368

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

104

MS Average: 458
Total Number of Accounts

9,407

MS Average: 33,415
Average Account Size

$182,341

MS 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

Robert Turner Work History

2013 - Present (11 years)

Turner Insurance

Disclosures

Please visit the SEC profile of Robert Turner 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

Jessica Durand
Hardin, IL
Ryan Beyel
Hillsborough, NJ
Adam Harrop
Denver, CO
Robert Turner
Jackson, MS
Kelly Lesnick
Boerne, TX
Aaron Minor
Denver, CO
Sarah Molitor
Lake Saint Louis, MO
David Hermann
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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