Patrick Negado
Patrick Negado is a ChFC-designated registered investment advisor at First Heartland Consultants, INC., based in Midway, UT, with 24 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,771 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.
They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.
Location
Midway, UT
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Regulatory History (1)
Financial
November 2023Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Hornor, Townsend & Kent, INC.Broker
Bankers Life Securities, INC.Broker
Transamerica Financial Advisors, INCBroker
Allstate Financial Services, LLCBroker
NFP Securities, INC.Broker
Trilogy Capital Strategies, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.