Securities & RIA
Real Relationships. Real People. The Perfect Fit.
We offer a holistic approach to partnership and are committed to providing our advisors the full range of investment offerings, financial planning and data management resources. We proudly offer these services through registered Broker Dealer:
First Heartland Capital, Inc.
Member FINRA/SIPC and SEC Registered Investment Advisor First Heartland Consultants, Inc.
Planning Tools
All of your clients’ information at your fingertips. With Advizr you can Plan, Implement, and Manage for (and with) your clients through our intuitive, powerful, and elegant approach.
Data Management
We utilize Albridge Solutions to give you an accurate, single view of all client assets while consolidating and reconciling client account data from hundreds of sources.
Cloud Support
Our solution for the paperless office provides you with online document storage that is FHC compliant and easy to use. Upload paper documents into the system and access them any time.
Partnership
At LFS you are more than just a number. We pride ourselves on getting to know the advisor. A strong partnership allows each advisor to leverage our vast resources to reach their individual goals.