Richard
Keith
First Heartland Consultants, Inc
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About this Advisor
Richard Keith is a chartered financial consultant who works in Duncansville, Pennsylvania with a total of 17 years of relevant experience. Keith currently works for First Heartland Consultants, Inc. Throughout their career, they have worked at First Heartland Capital Inc and Keith Financial Services. Keith holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. First Heartland Consultants, Inc is a business headquartered in Lake Saint Louis, MO. It has offices in 78 locations and a total of 105 people on staff. It manages $2 billion in assets under management between its 9,067 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 9,067 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. First Heartland Consultants, Inc 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. Financial advisory fees typically are based on which services the firm provides the client. Fees charged by First Heartland Consultants, Inc 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
Richard Keith Work History
Richard has been registered as a financial advisor for 17 years.*
First Heartland Capital Inc
Keith Financial Services
*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 Richard Keith 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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