Harlan Fortenberry is a ChFC-designated registered investment advisor, based in Jackson, MS, with 49 years of industry experience.
Location
1640 Lelia Dr, Ste 110, Jackson, MS, 39216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Harlan is a CPA who prepares tax returns for individuals and corporations from February to April each year, and receives insurance commissions/trails from various insurance companies. He is also an investor/director in his son's company, ForteVia, Inc., dedicating minimal time, and provides investment advisory services through First Heartland Consultants.
Employment History
Current Registrations
First Heartland Capital, INC.
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Fidelity Equity Services CorporationBroker
New England SecuritiesBroker
Integrated Resources Equity CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations14 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.