Matthew
Smith
First Heartland Consultants, Inc
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About this Advisor
Matthew Smith is a financial advisor based in Spartanburg, South Carolina, working with First Heartland Consultants, Inc. Matthew has previously held positions at Proequities, Inc and First Heartland Capital Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Matthew is part of First Heartland Consultants, Inc, which operates out of Spartanburg, South Carolina. 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
Services Offered
Fee Structure
Office Location
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First Heartland Consultants, Inc Brokerage Details
$1,715,280,368
104
9,407
$182,341
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
Matthew Smith Work History
First Heartland Capital Inc
Proequities, Inc
Disclosures
Please visit the SEC profile of Matthew Smith 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
Hardin, IL
Hillsborough, NJ
Spartanburg, SC
Rochester, MN
Tucson, AZ
Denver, CO
Boerne, TX
Lake Saint Louis, MO
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