George
Fowler
First Heartland Consultants, Inc
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About this Advisor
George Fowler is a certified financial planner and chartered financial consultant working out of Germantown, Tennessee with 8 years of relevant experience. Fowler is an advisor for First Heartland Consultants, Inc. Their career trajectory has included roles at Mutual Of New York, Ing Financial Partners, Inc, Voya Financial Advisors and First Heartland Capital Inc. Fowler has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Arkansas and Tennessee. First Heartland Consultants, Inc is a registered investment business that has its headquarters in Lake Saint Louis, MO. It has offices in 78 locations and a total of 105 financial advisors. It controls $2 billion in total assets across its 9,067 accounts, placing it among the largest firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 9,067 accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. First Heartland Consultants, Inc performs 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. A financial advisor's fee schedules usually depend on the type of services. However, fees billed by First Heartland Consultants, Inc likely are comprised 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
George Fowler Work History
George has been registered as a financial advisor for 8 years.*
First Heartland Capital Inc
Mutual Of New York
Voya Financial Advisors
Ing Financial Partners, Inc
*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 George Fowler 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
Rochester, MN
Denver, CO
Jonesboro, AR
Denver, CO
Memphis, TN
Spartanburg, SC
Rancho Mirage, CA
Spartanburg, SC
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.
