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
Winnsboro, TX
Credentials
Series 65
Industry experience
12 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)
AmFirst Financial, LLC
2014 - Present (12 years)
First American National Investment Advisors, LLC
2013 - Present (13 years)
Accelerated Business Strategies Trust
2010 - Present (16 years)
Cornerstone Integrated Technologies, LP
2007 - Present (19 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
Winnsboro, TX
Edward Jones
Series 66
Quitman, TX
Edward Jones
Series 63, Series 65
Winnsboro, TX
Las Colinas Capital Management, LLC
Series 63
Mount Vernon, TX
Access Financial Group, Llc
Series 66
Mount Vernon, TX
Access Financial Group, Llc
Series 66
Winnsboro, TX
Edward Jones
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