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Curtis Porter

First Heartland Consultants, INC.
26 Years of Experience
Londonderry, NH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Curtis Porter is a registered investment advisor at First Heartland Consultants, INC., based in Londonderry, NH, with 26 years of industry experience. Curtis 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.

First Heartland Consultants, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
6,461 clients
Average Client Portfolio
$323K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$6.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

80 Nashua Road, Suite A4, Londonderry, NH, 03053

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Curtis is involved with Porter and Associates LLC, focusing on the sale and distribution of insurance products, and First Heartland Consultants, providing investment advisory services. He also owns Porter Tax Preparation Services, LLC, offering tax preparation services.

Employment History
Current Registrations
First Heartland Consultants, INC.
March 2013 - Present · 13 yrs 7 mos
First Heartland Capital, INC.Broker
December 2009 - Present · 16 yrs 10 mos
Previous Registrations
Great American Advisors, INC.Broker
October 2009 - November 2009 · 1 mo
Sagepoint Financial, INC.
October 2008 - September 2009 · 11 mos
Sagepoint Financial, INC.Broker
October 2008 - September 2009 · 11 mos
American General Securities Incorporated
April 2007 - October 2008 · 1 yr 6 mos
American General Securities IncorporatedBroker
October 2002 - October 2008 · 6 yrs
Franklin Financial Services CorporationBroker
June 2000 - October 2002 · 2 yrs 4 mos
State Registrations11 states
AZCOCTFLMAMEMTNCNHNYSC
AdvisorBrokerBoth

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
No exam information available for this advisor.
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