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First Advisors National, LLC CRD 166212
$506M regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Life Ins Co | Srpringfield | IL | 06/1988 | Present |
| Mid America Financial Inc | Oak Brook | IL | 10/1989 | Present |
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 02/2012 | 10/2018 |
1. MIDAMERICA FINANCIAL; INVESTMENT RELATED; ONE TRANSAM PLAZA DRIVE STE 230 OAK BROOK TERRACE IL, 60181; CEO/PRESIDENT; SALES; 09/1992; 160 HRS/MONTH. 2.MUSIC PRODUCTION, NOT INVESTMENT RELATED; 2045 WINDHAM CIRCLE WHEATON, IL 60189; PERFORMING, MUSICAL PRODUCTION AND ARRANGEMENT; RECORDING ARTIST; STARTED 09/2009; 10 HRS/MO. 3. EQUITY INDEXED ANNUITIES WITH ALLIANZ, NORTH AMERICAN LIFE; NOT INVESTMENT RELATED; 30 HRS/MO. 4. MID AMERICA FINANCIAL INC; NOT INVESTMENT RELATED; ADDRESS SAME AS DBA; CASH FLOW AND FINANCIAL INDEPENDENCE ANALYSIS WITH HP12C AND FINANCIAL PROFILES SOFTWARE; CEO; STARTED 01/1992; 0-30 HRS/MO. MID AMERICA FINANCIAL POSITION: CEO/PRESIDENT NATURE: FINANCIAL SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 30 START DATE: 01/01/2004 ADDRESS: 1 TRANSAM PLAZA STE 230, OK BROOK TERRACE IL 60181 DESCRIPTION: SALES MID AMERICA FINANCIAL (INS) POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 20 START DATE: 01/01/2004 ADDRESS: 1 TRANSAM PLAZA, OAK BROOK TERRACE IL 60181 DESCRIPTION: SALES LIGHTSONMUSIC POSITION: RECORDING ARTIST/ PRODUCER/ WRITER/ NATURE: PRODUCE RADIO TV PRODUCTIONS INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 01/24/1980 ADDRESS: 2045 WINDHAM CIRCLE, WHEATON IL 60187 DESCRIPTION: PREFORMING, MUSICAL PRODUCTION AND ARRANGEMENT LIGHTS ON PRODUCTIONS LLC POSITION: OWNER NATURE: PRODUCTION INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/2010 ADDRESS: 321 60TH CT, WILLOWBROOK IL 60527 DESCRIPTION: I WRITE, PRODUCE AND PREFORM MUSIC, RADIO AND TV FOR THE STEVE BEAMAN GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-06 |
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