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First Advisors National, LLC

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Total assets under management

$501,113,212

Total clients

3,430

1% high-net worth

Total advisors

56

of 59 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

61

Average account size

$146,097

Client services

Financial planning Portfolio management Selection of other advisers Retirement planning consultations

Fee options

Percentage

Up to 1.85% annually for investment management services; up to 1% annually for retirement plan consulting services

Other

Account minimum: No minimum (however, third-party money managers' platforms may set their own minimum investment values)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

First Advisors National, LLC

1372 Peachtree Street Ne

Atlanta GA 30309, United States

Number of offices

57

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 1-855-326-7427

Advisors at this firm

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Peter C

Series 66

Libertyville, IL

First Advisors National, LLC
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Brian C

Series 65

South Elgin, IL

First Advisors National, LLC
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William H

Series 63, Series 65, Series 66

Johnson City, TN

First Advisors National, LLC
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Carlos U

Series 63, Series 65

Hayden, AL

First Advisors National, LLC
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James B

Series 63, Series 65

Fairfield, CA

First Advisors National, LLC
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Charles M

Series 65

Murfreesboro, TN

First Advisors National, LLC
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Bernard A

Series 65, Series 66

Atlanta, GA

First Advisors National, LLC
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Robert A

Series 65

Dothan, AL

First Advisors National, LLC
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Katharine C

Series 66

Milfiord, CT

First Advisors National, LLC
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Saul G

Series 65

El Paso, TX

First Advisors National, LLC
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Christopher M

Series 63, Series 65

Chicago, IL

First Advisors National, LLC
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Christopher B

Series 65

Hoschton, GA

First Advisors National, LLC
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Ruth C

Series 63, Series 65

El Paso, TX

First Advisors National, LLC
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Robert V

Series 63, Series 66

Atlanta, GA

First Advisors National, LLC
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Nelly S

Series 65

Brasleton, GA

First Advisors National, LLC
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