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FIRST ADVISORS NATIONAL, LLC
CRD 166212 · SEC 801-77440
1372 PEACHTREE STREET NE, ATLANTA, GA, 30309, United States
Phone
1-855-326-7427
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$505.9M
Discretionary AUM
$505.9M
Team
65 total employees; 64 advisory reps; 14 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; SOLICITOR/ENDORSEMENT FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersRETIREMENT PLANNING CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4858 | $505.9M |
States served
VT, AL, AZ, AR, CA, CO, GA, IL, IN, KS, KY, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, HI, CT, FL
All web addresses on file
- https://www.facebook.com/HamricWealthAdvisors
- https://www.hamricwealthadvisors.com
- https://www.tpbfinancialsolutions.com
- https://www.securingyourfuture.com
- https://cornerstoneadvisors.net/retirement/
- https://www.etswealth.com
- https://www.linkedin.com/in/carlgrande
- https://www.veridianwealth.com
- https://www.legacyplan.net
- https://bfhwealthmanagement.com
- https://www.grandcapital.com
- https://www.fredericksandassociates.com
- https://www.ermlickretirementplanning.com
- https://www.calyxwealth.com
- https://www.libreadvisors.com
- https://www.facebook.com/jimbrownfeg
- https://B-FinancialWise.com
- https://www.wholehearted.fs.llc
- https://danlamb.us/ Advisory Services
- https://www.etsfinancial.com
- https://www.facebook.com/BothHandsFG
- HTTPS://WWW.FANRIA.COM
- HTTPS://WWW.FANADVISORS.COM
- https://www.linkedin.com/in/bob-van-sant-0a8394a
- https://www.linkedin.com/in/paul-atkins-fan-advisors
- https://www.grandcapitalmgmt.com
- https://www.bothhandsfg.com
- https://www.sheawealthcare.com
- https://www.facebook.com/etsfinancial
- https://www.vowellfg.com
- https://www.facebook.com/matthew.vysoky.5
- https://www.facebook.com/sheawealthcare
- https://www.linkedin.com/company/first-advisors-national
- https://www.linkedin.com/in/eric-scoggins-chfc-cfp-47218b41
- https://www.google.com/maps/place/Carl+Grande-+Grand+Capital+Management
- https://www.cornerstoneresources.org
- https://www.linkedin.com/in/jack-shea-69513959
- https://www.linkedin.com/in/al-elkordy-2765aa78
- https://www.blwealthmanagement.com
Official SEC filing: View on IAPD