Toni
Sams
First Heartland Consultants, Inc
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About this Advisor
Toni Sams is a financial advisor working out of Parkersburg, West Virginia with a total of 14 years of relevant experience. Sams works at First Heartland Consultants, Inc. They have been employed by First Heartland Consultants, Inc for their entire career. Sams maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in West Virginia. 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 people on staff. It has $2 billion in total assets among its 9,067 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 9,067 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. First Heartland Consultants, Inc performs a diverse array of services, such as 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 management fee schedules largely vary depending on which services are provided. However, fee types billed by First Heartland Consultants, Inc may 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
Toni Sams Work History
Toni has been registered as a financial advisor for 14 years.*
First Heartland Capital, 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 Toni Sams 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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