HF
Harlan L. Fortenberry
FIRST HEARTLAND CONSULTANTS
JACKSON, MS 39216
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CRD#: 824369
HF
Professional summary
Harlan Larry Fortenberry is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Jackson, Mississippi and FIRST HEARTLAND CAPITAL, INC. located in Jackson, Mississippi.
Harlan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1976. Harlan has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
H. Larry Fortenberry, CPA., Investment Related, Certified Public Accountant - does tax returns for individuals and corporations. OWNER/PART OWNER, Start Date: 01/01/2000 Insurance Sales., Investment Related, Receives Insurance Commissions/Trails from various insurance companies., OWNER, Start Date: 01/01/2000 First Heartland Consultants., Investment Related, Investment Advisory Services, IAR, Start Date: 02/09/2024 NAIFA MS., Investment Related, National Association of Insurance and Financial Advisors. Member of Executive Committee responsible for recruiting members. , Committee / Board Member, Start Date: 09/01/2024
CRS (Client Relationship Summary) - RIA
Click below to view Harlan Larry Fortenberry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 1, 2024 - Present
FIRST HEARTLAND CONSULTANTS, INC.
Office #1: 1640 Lelia Dr, Ste 110, Jackson, MS 39216RIA
CRD#: 110377
JACKSON, MS
Current
March 1, 2024 - Present
FIRST HEARTLAND CAPITAL, INC.
Office #1: 1640 Lelia Dr, Ste 110, Jackson, MS 39216BD
CRD#: 32460
Jackson, MS
Past
July 22, 2002 - March 1, 2024
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
JACKSON, MS
Past
May 16, 2002 - March 1, 2024
VALMARK SECURITIES, INC.
BD
CRD#: 31243
JACKSON, MS
Past
November 21, 1994 - April 27, 1995
FIDELITY EQUITY SERVICES CORPORATION
BD
CRD#: 17455
Past
March 5, 1986 - June 5, 2002
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
April 2, 1980 - March 17, 1986
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
July 8, 1976 - May 3, 1980
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FH
FIRST HEARTLAND CONSULTANTS, INC.
FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377 / SEC#: 801-46595
RIA
Registered Investment Advisory firm - (5/23/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/12/2024)
RR
Arizona(3/1/2024)
RR
Arkansas(3/1/2024)
RR
California(3/1/2024)
RR
Florida(3/1/2024)
RR
Georgia(3/1/2024)
RR
Kentucky(3/1/2024)
RR
Louisiana(3/1/2024)
RR
Mississippi(3/1/2024)
IAR
Mississippi(3/1/2024)
RR
North Carolina(3/1/2024)
RR
Ohio(3/1/2024)
RR
Oklahoma(5/15/2025)
RR
Oregon(3/10/2024)
RR
Texas(3/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/1/1976
Registered Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
FH
FIRST HEARTLAND CONSULTANTS, INC.
FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377 / SEC#: 801-46595
RIA
Registered Investment Advisory firm - (5/23/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367
Mailing Address
Phone number
(636) 625-0900
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (52 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 9,231 |
| AUM (Assets Under Management) | $ 1,771,078,009 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 08/12/2024 | ||
| 12/07/2023 |
Red Flags
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Company Information
FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377Jackson, MS 39216TRUST BUT VERIFY
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Contact information
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