Unclaimed
John Bradley Ligon is an investment advisor representative with First Heartland Consultants, Inc. John has been a registered investment advisor representative for over 9 years. John has passed the Series 6, Series 7, and Series 66 exams. In addition to his current role at First Heartland Consultants, Inc., John has experience at WOODMEN FINANCIAL SERVICES, INC. and First Heartland Capital Inc. John is a registered investment advisor representative in Alabama, Florida, Mississippi, and Tennessee. John specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MS
02/16/2018 - Present
First Heartland Consultants, Inc. (PONTOTOC MS)
MS
05/27/2009 - 02/06/2018
WOODMEN FINANCIAL SERVICES, INC. (PONTOTOC MS)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Ligon is the right advisor for you? Invested Better is here to help.