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Connie Theresa Pearson

Values First Advisors, Inc.

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About Connie Theresa Pearson

Connie Theresa Pearson is an investment advisor representative at Values First Advisors, Inc. based in De Soto, Kansas. Connie has been in the financial services industry for over 20 years. Prior to joining Values First Advisors, Inc., Connie worked at Transamerica Financial Advisors, Inc. and Farmers Financial Solutions, LLC. Connie has a Series 63 and Series 65 license.

Firm Information

Connie Pearson is currently registered with Values First Advisors, Inc.. Values First Advisors, Inc. is an investment advisor based in Gray, TN. The firm provides financial planning and portfolio management services to individuals and charitable organizations. As of December 31, 2022, the firm managed over $201 million in assets for 1,504 clients. Values First Advisors, Inc. is registered with the SEC and has been in business since 2008.
Values First Advisors, Inc.

101 OLD GRAY STATION ROAD

GRAY, TN 37615

$201.96M

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Connie Pearson’s Registration & Firm History

KS

04/18/2019 - Present

Values First Advisors, Inc. (DE SOTO KS)

KS

09/04/2009 - 07/13/2010

TRANSAMERICA FINANCIAL ADVISORS, INC (DESOTO KS)

MO

10/31/2003 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (NORTH KANSAS CITY MO)

CA

08/03/2001 - 10/31/2003

ZAHORIK COMPANY, INC. (PASADENA CA)

CA

12/07/2000 - 08/02/2001

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

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Licenses & Designations

IA

Issued 03/22/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connie Theresa Pearson.
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