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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2016-05-02 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Fund Distributors, Inc. | New York | NY | 04/1995 | Present |
INDEPENDENT INSURANCE AGENT, NON-INVESTMENT RELATED,1801 SEAVIEW AVENUE, COUPEVILLE, WA 98239, DATES: 07/2011 - PRESENT, 150 HOURS, 30-35 HOURS, PROSPECTING FOR NEW INSURANCE CLIENTS AND SERVICING EXISTING BOOK OF BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-20 |
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