Nan
Lesnick
First Heartland Consultants, Inc
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About this Advisor
Nan Lesnick is a financial advisor based in Boerne, Texas, working with First Heartland Consultants, Inc. Nan has previously held positions at Lesnick Company, Transamerica Financial Advisors, Inc, National Steinbeck Center, and First Heartland Capital Inc. Nan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Colorado, Connecticut, Montana, Ohio, and Texas. Currently, Nan is part of First Heartland Consultants, Inc, which operates out of Boerne, Texas. 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
Nan Lesnick Work History
First Heartland Capital Inc
National Steinbeck Center
Lesnick Company
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Nan Lesnick 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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