Mack Robert Courter
Investment adviser representative at First Heartland Consultants, Inc.
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- First Heartland Consultants, Inc.May 2026 to now
- Courter Financial, LLCJan 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (NC, OH, PA).
First Heartland Consultants, Inc.
$2.1BAssets managed
6,461Clients
99Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4422796
- Firm CRD
- 110377