AdFi
CL

Carson Lyle Stallings

Investment Adviser Representative at FIRST HEARTLAND CONSULTANTS, INC.

Elizabeth City, NCCRD #6539358Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
5 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
MarylandNorth CarolinaTexasUtahVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/21/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 10/8/2015
Series 7
General Securities Representative Examination
Passed 2/27/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/3/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0175
Source

First Heartland Consultants, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIRST HEARTLAND CONSULTANTS, INC.Current
12/22/2023Elizabeth City, NC
WOODBURY FINANCIAL SERVICES, INC.
9/3/201512/19/2017Elizabeth City, NC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FIRST HEARTLAND CONSULTANTS, INC.

Showing 12 of 93 in the directory

View FIRST HEARTLAND CONSULTANTS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carson Lyle Stallings has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Carson Lyle Stallings - Financial Advisor in Elizabeth City, NC | AdvisorFinder