Steven
Reedy
First Heartland Consultants, Inc
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About this Advisor
Steven Reedy is a financial advisor based in Georgetown, Texas, working with First Heartland Consultants, Inc. Steven has previously worked at Group 1, Ias, Ally Financial, American Benefits Exchange, and First Heartland Capital Inc. Steven has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Steven is part of First Heartland Consultants, Inc, which operates out of Georgetown, Texas. The firm has 68 offices and 92 employees. The firm manages assets totaling $1.8 billion and serves 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
$1,771,078,009
92
9,231
$191,862
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
Steven Reedy Work History
First Heartland Capital Inc
American Benefits Exchange
Ally Financial
Ias
Group 1
Disclosures
Please visit the SEC profile of Steven Reedy 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
Lake Saint Louis, MO
Jackson, MS
Georgetown, TX
Chambersburg, PA
Labadie, MO
Fulton, MS
Elizabeth City, NC
Tipp City, OH
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