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Curtis Neil Porter

Investment Adviser Representative at FIRST HEARTLAND CONSULTANTS, INC.

Londonderry, NHCRD #4124568Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
11 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 11 states
ArizonaColoradoConnecticutFloridaMaineMassachusettsMontanaNew HampshireNew YorkNorth CarolinaSouth Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/20/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 7/10/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/28/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/23/2000

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
3/20/2013Londonderry, NH
SAGEPOINT FINANCIAL, INC.
10/31/20089/8/2009Manchester, NH
AMERICAN GENERAL SECURITIES INCORPORATED
4/26/200710/31/2008Londonderry, NH

Official records & sources

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

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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. Curtis Neil Porter 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.

Curtis Neil Porter - Financial Advisor in Londonderry, NH | AdvisorFinder