Zeonia Christy
Zeonia Christy is a registered investment advisor at First Heartland Consultants, INC., based in Lake St. Louis, MO, with 26 years of industry experience. Zeonia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
4101 Lake St. Louis Blvd, Lake St. Louis, MO, 63367
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business Activities
Zeonia is the Chief Compliance Officer and an employee of First Heartland Capital, allocating about 80% of her time. She is also the Chief Compliance Officer and IAR for First Heartland Consultants, dedicating about 20% of her time to investment advisory services.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Centerre Capital LLCBroker
Transamerica Financial Advisors, INC.Broker
First Heartland Capital, INC.Broker
State Registrations10 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.
Exams
More Advisors
- David Hoff, ChFCFirst Heartland Consultants, INC.
- James Dearing, CFPWealth Ambassadors, LLC