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Michael James Marcum

First Advisors National, LLC

Kapolei, HI

CRD 2317062

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Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RETIREMENT PLANNING CONSULTATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2023-03-13
  • HI RA
    APPROVED
    Since 2023-03-13

Branch Locations

Kapolei, HI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Lending Source Fair Oaks CA 05/1992 Present
  • 05/1992 → Present
    The Lending Source
    Fair Oaks, CA
Other Businesses

C2 Financial Corp, not investment related, Honolulu, HI, Loan Services, Senior Loan Officer, 11/2019 40 hrs/week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-17
S63 Uniform Securities Agent State Law Examination 1993-04-28
  • S65 Uniform Investment Adviser Law Examination
    2021-07-17
  • S63 Uniform Securities Agent State Law Examination
    1993-04-28

View on SEC IAPD

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