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Denny Warren Purser

First Heartland Consultants, Inc.

Greenville, NC

CRD 2341659

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Employer firm

First Heartland Consultants, Inc. CRD 110377

$2.09B regulatory AUM 42 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
First Heartland Consultants, Inc.

4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2003-10-31
  • NC RA
    APPROVED
    Since 2003-10-31

Branch Locations

Greenville, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Network Investment Corporation Fayetteville NC 07/1993 Present
  • 07/1993 → Present
    Financial Network Investment Corporation
    Fayetteville, NC
Other Businesses

PURSER FINANCIAL SOLUTIONS, Investment related, LIFE, LTC & DI INS. SALES, OWNER, Start Date: 01/02/2005 FIRST HEARTLAND CONSULTANTS, Investment related, INVESTMENT ADVISORY SERVICES, IAR, Start Date: 08/16/1999

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-23
S63 Uniform Securities Agent State Law Examination 1993-05-03
  • S65 Uniform Investment Adviser Law Examination
    1994-09-23
  • S63 Uniform Securities Agent State Law Examination
    1993-05-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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