Denny
Purser

First Heartland Consultants, Inc

CRD#2341659
Investment Advisor
in Greenville, NC

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About this Advisor

Denny Purser is a certified financial planner operating in Greenville, North Carolina with a total of 20 years of relevant experience. Purser is currently employed by First Heartland Consultants, Inc. They have spent their entire time as a financial advisor at First Heartland Consultants, Inc. Purser holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in North Carolina. First Heartland Consultants, Inc is an advisory firm operating out of Lake Saint Louis, MO. The firm has offices in 78 locations and a total of 105 advisors. It has $2 billion in total assets across its 9,067 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 9,067 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has 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 charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by First Heartland Consultants, Inc can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

20 years

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

Greenville, NC

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First Heartland Consultants, Inc Brokerage Details

Total Assets Under Management

$1,466,573,479

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

105

NC Average: 458
Total Number of Accounts

9,067

NC Average: 33,415
Average Account Size

$161,748

NC 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

Denny Purser Work History

Denny has been registered as a financial advisor for 20 years.*

1993 - Present (31 years)

Financial Network Investment Corporation

*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 Denny Purser 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

Evin Lantz
Rochester, MN
Joe Selby
Jonesboro, AR
Adam Harrop
Denver, CO
Ricky Higgins
Spartanburg, SC
Christopher Fiske
Owatonna, MN
Daniel Orellano
Little Rock, AR
Jason Wilson
Lake Saint Louis, MO
Robert Williams
Memphis, TN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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