Elisa
Mclawhorn
First Heartland Consultants, Inc
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About this Advisor
Elisa Mclawhorn is a financial advisor working in Greenville, North Carolina with a total of 5 years of industry experience. Mclawhorn works at First Heartland Consultants, Inc. Their career trajectory has included roles at Self Employed - Elisa Mclawhorn and First Heartland Capital Inc. Mclawhorn has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. First Heartland Consultants, Inc is an advisory business that has its headquarters in Lake Saint Louis, MO. The company has offices in 78 locations and a total of 105 financial advisors. It handles $2 billion in total assets among its 9,067 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 9,067 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. First Heartland Consultants, Inc has a diverse array of services, such as 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 advice typically vary depending on the financial services provided. Fee types charged 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
Elisa Mclawhorn Work History
Elisa has been registered as a financial advisor for 5 years.*
First Heartland Capital Inc
Self Employed - Elisa Mclawhorn
*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 Elisa Mclawhorn 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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