Robin Dale Morrell
Investment Adviser Representative at First Heartland Consultants, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robin Dale Morrell is an investment adviser representative with First Heartland Consultants, Inc. in Weare, NH, where they have been registered since 2023. They have worked in the securities industry since 1990 and have been registered with 6 firms, including Ameriprise Financial Services, LLC and LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New Hampshire.
Registrations & licenses
- Investment adviser:
- New Hampshire
- Broker:
9 states and territories
Florida, Maine, Maryland, Massachusetts, New Hampshire, Rhode Island, Texas, Vermont, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCApr 2009 – Sep 2019Manchester, NH
- Flatiron Financial GroupNov 2009 – Aug 2019Manchester, NH
- Ameriprise Financial Services IncSep 2019 – Sep 2023Manchester, NH
- First Heartland Capital IncSep 2023 – no end date reportedLake St Louis, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Heartland Consultants, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Broker Dealer, RIA (supporting third-party management and Rep as PM), and BGA (representing all major carriers); technology solutions including paperless order processing, CRM support, block trading platform, compliant video conferencing, and Google Workspace collaboration tools
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 93
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Lake St. Louis, MO
- Founded:
- 1984
- SEC file number:
- 801-46595
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
View full firm profileOther advisors at First Heartland Consultants, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robin Dale Morrell 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.
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