Robert
Turner
First Heartland Consultants, Inc
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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
Services Offered
Fee Structure
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First Heartland Consultants, Inc Brokerage Details
$1,715,280,368
104
9,407
$182,341
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
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.
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