Sarah
Payne
First Heartland Consultants, Inc
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About this Advisor
Sarah Payne is a financial advisor who works in Lake Saint Louis, Missouri who has 1 year of relevant experience. Payne currently works for First Heartland Consultants, Inc. The advisor has gained experience at The Children'S Place, Jc Penney, Kirklands and First Heartland Capital Inc. Payne maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Missouri. First Heartland Consultants, Inc is a registered investment company headquartered in Lake Saint Louis, MO. The investment advisory business has offices in 78 locations and a total of 105 people on staff. It oversees $2 billion in total assets between its 9,067 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 9,067 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers a number of services, including 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 largely depend on the type of financial services. Fees billed by First Heartland Consultants, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Heartland Consultants, Inc Brokerage Details
$1,466,573,479
105
9,067
$161,748
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
Sarah Payne Work History
Sarah has been registered as a financial advisor for 1 years.*
First Heartland Capital Inc
Kirklands
Jc Penney
The Children'S Place
*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 Sarah Payne 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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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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