Nan Lesnick
Nan Lesnick is a registered investment advisor at First Heartland Consultants, INC., based in Boerne, TX, with 32 years of industry experience. Nan 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
Boerne, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2014Customer Dispute
May 2003Other Business Activities
Nan is involved with Integrated Trust Systems, Lesnick Company Tx, LLC, and First Heartland Consultants. Her work with Integrated Trust Systems is not investment related, while her roles in Lesnick Company Tx, LLC and First Heartland Consultants are investment related.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Fox & Company Investments INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations13 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
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