Carson Stallings, financial advisor Elizabeth City NC

Carson Stallings

CRD Number: 6539358
Current Firm: First Heartland Consultants, Inc.

Carson Stallings (CRD# 6539358) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Elizabeth City, NC and has over 8 years of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
First Heartland Capital Inc. Lake St Louis, MO Dec 2017 - Current 6
A&a Insurance And Investments Elizabeth City, NC Jun 2015 - Current 8
Woodbury Financial Services Inc. Elizabeth City, NC Aug 2015 - Dec 2017 2
Nucor Steel Winton, NC Jan 2010 - Jun 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination Dec 2023
Contact Info for Carson L. Stallings
Phone Number: 636-625-0900
Firm Website: http://www.joinfhc.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,715
    MILLIONS
  • Total Number of Accounts
    9,407
    ACCOUNTS
  • Average Account Value
    $182,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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