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Timothy T Porter

First Heartland Consultants, Inc.

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About Timothy T Porter

Timothy T. Porter is an investment advisor representative at First Heartland Consultants, Inc. in Londonderry, NH. Timothy has been in the industry since October 2002 and has a background in financial planning and estate planning. Timothy is also a board member for the Londonderry School Board. Timothy is a certified financial planner and holds Series 6, 7, and 63 licenses.

Firm Information

Timothy Porter is currently registered with First Heartland Consultants, Inc.. First Heartland Consultants, Inc. is an investment advisory firm headquartered in LAKE ST. LOUIS, MO. The firm has over 100 licensed agents, investment adviser representatives, and registered representatives, and manages over $1.7 billion in assets. First Heartland Consultants, Inc. provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm also participates in wrap fee programs.
First Heartland Consultants, Inc.

4101 LAKE ST. LOUIS BLVD

LAKE ST. LOUIS, MO 63367

$1.72B

Assets Under Management

48

Total Clients

96

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Timothy Porter’s Registration & Firm History

NH

03/20/2013 - Present

First Heartland Consultants, Inc. (LONDONDERRY NH)

OH

10/22/2009 - 11/11/2009

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

NH

10/31/2008 - 09/08/2009

SAGEPOINT FINANCIAL, INC. (MANCHESTER NH)

NH

10/01/2002 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (LONDONDERRY NH)

TX

08/28/2002 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 01/02/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/27/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy T Porter. Review regulatory record here.
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