Advisor at First Advisors National, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Advisors National, LLC
Location
Greenville, TX 75401
Credentials
Series 65
Industry experience
8 years
Up to 1.85% annually for investment management services; up to 1% annually for retirement plan consulting services
Account minimum: No minimum (however, third-party money managers' platforms may set their own minimum investment values)
Riddgeway Insurance
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Commerce, TX
Edward Jones
Series 63, Series 66
Royse City, TX
Fidelity
Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been employed since 2020. In his current role since 2025, he focuses on helping clients optimize the benefits their companies offer and works to build long-lasting relationships that support clients' financial goals. Prior to this, he held various positions within Fidelity, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Before joining Fidelity, Joshua worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua's career has provided him with experience in benefits planning, workplace consulting, and high net worth client services. This background supports his work in assisting clients with both short and long-term financial planning. Outside of his professional responsibilities, Joshua enjoys comedy, family activities, football, golf, and traveling.
Series 66
Royse City, TX
Edward Jones
Series 66
Greenville, TX
Edward Jones
Series 66
Commerce, TX
Edward Jones
CFP®, Series 66
Greenville, TX
Edward Jones
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