William
Prichard

First Heartland Consultants, Inc

CRD#2641177
Investment Advisor
in Fenton, MO

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About this Advisor

William Prichard is a financial advisor based in Fenton, Missouri, working with First Heartland Consultants, Inc. William has previously held a position at First Heartland Capital, Inc. William has passed the Series 63 regulatory exam and is registered to provide services in Missouri. Currently, William is part of First Heartland Consultants, Inc, which operates out of Fenton, Missouri. 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 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

1629 Ivy Chase Lane
Fenton, MO 63026

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First Heartland Consultants, Inc Brokerage Details

Total Assets Under Management

$1,715,280,368

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

104

MO Average: 458
Total Number of Accounts

9,407

MO Average: 33,415
Average Account Size

$182,341

MO 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

William Prichard Work History

2009 - Present (15 years)

First Heartland Capital, Inc

Disclosures

Please visit the SEC profile of William Prichard 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

Ryan Beyel
Hillsborough, NJ
Jessica Durand
Hardin, IL
Adam Higgins
Spartanburg, SC
Adam Harrop
Denver, CO
Joe Selby
Jonesboro, AR
Sarah Molitor
Lake Saint Louis, MO
Robert Turner
Jackson, MS
Kelly Lesnick
Boerne, TX

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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