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CFP · ChFC
GF
CFP · ChFC

George Fowler

First Heartland Consultants, INC.
48 Years of Experience
Germantown, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

George Fowler is a CFP, ChFC-designated registered investment advisor at First Heartland Consultants, INC., based in Germantown, TN, with 48 years of industry experience. George 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

3066 Fountainside Drive, Suite 101, Germantown, TN, 38138

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

George is the owner of Fowler Insurance Employee Benefits, Inc., dealing with employee benefits and fixed products, and a partner in George A. & Gayle S. Fowler Partnership, which owns commercial rental property. He also serves as President of the Corporate Gardens Condo Association and provides investment advisory services through First Heartland Consultants.

Employment History
Current Registrations
First Heartland Consultants, INC.
February 2015 - Present · 11 yrs 8 mos
First Heartland Capital, INC.Broker
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Voya Financial Advisors, INC.
June 2006 - December 2014 · 8 yrs 6 mos
Voya Financial Advisors, INC.Broker
January 2004 - December 2014 · 10 yrs 11 mos
Locust Street Securities, INC.Broker
May 1995 - January 2004 · 8 yrs 8 mos
Wma Securities, INC.Broker
June 1994 - April 1995 · 10 mos
Intersecurities, INC.Broker
March 1993 - June 1994 · 1 yr 3 mos
Mony Securities CORP.Broker
February 1978 - January 1993 · 14 yrs 11 mos
The Mutual Life Insurance Company of New YorkBroker
February 1978 - October 1990 · 12 yrs 8 mos
State Registrations6 states
ALARCAFLMSTN
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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