Chia-Lin
Lee
First Heartland Consultants, Inc
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About this Advisor
Chia-Lin Lee is a financial advisor based in Edison, New Jersey, with 7 years of relevant experience. Lee is an employee of First Heartland Consultants, Inc. During their career, Lee has held roles at Metlife Securities, Mass Mutual, Aig and First Heartland Capital Inc. Lee maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. First Heartland Consultants, Inc is a registered investment firm based out of Lake Saint Louis, MO. The firm has offices in 78 locations and a total of 105 people on staff. It controls $2 billion in assets among its 9,067 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves nine charitable organizations. Of its 9,067 customer accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. First Heartland Consultants, Inc has a wide set 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. A financial advisor's fees typically are based on which services the firm provides the client. However, fees charged by First Heartland Consultants, Inc can consist of any blend of 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
Chia-Lin Lee Work History
Chia-Lin has been registered as a financial advisor for 7 years.*
Aig
First Heartland Capital Inc
Mass Mutual
Metlife Securities
*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 Chia-Lin Lee 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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