Advisor at First Heartland Consultants, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Heartland Consultants, Inc.
Location
Pontotoc, MS 38863
Credentials
Series 63, Series 66
Industry experience
16 years
Negotiable fixed fees for financial planning and consulting services with no minimum or maximum
Commissions earned by IARs for insurance and securities products sold through affiliated broker-dealer (FH Capital)
Up to $250 per hour for financial planning and consulting services
Account minimum: $6,500 Fee-only: Hourly fee up to $250 per hour (negotiable); Fixed fees (negotiable, no minimum or maximum)
First Heartland Capital Inc
2018 - Present (8 years)
Woodmen Financial Services, Inc.
2009 - 2018 (9 years)
Woodmen Of The World Life Insurance Society
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Tupelo, MS
Edward Jones
Series 66
Tupelo, MS
Merrill
William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.
Series 63, Series 66
Pontotoc, MS
Edward Jones
Series 63, Series 65
Tupelo, MS
Raymond James Financial
Series 63, Series 65
Pontotoc, MS
Primerica Advisors
Series 63, Series 66
Tupelo, MS
STIFEL
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