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Allen Rilee Fredericks

First Advisors National, LLC

Winchester, VA

CRD 6909935

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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
VA RA APPROVED 2018-02-02
  • VA RA
    APPROVED
    Since 2018-02-02

Branch Locations

177 Kernstown Commons Blvd., Winchester, VA 22602 • 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
Fredereicks & Associates Stephens City VA 01/2012 Present
  • 01/2012 → Present
    Fredereicks & Associates
    Stephens City, VA
Other Businesses

Fredericks & Associates, insurance services, Stephens City, VA, insurance services, Partner, 1/2012, 40 hours/week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-25
  • S65 Uniform Investment Adviser Law Examination
    2018-01-25

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
UNITED CAPITAL FINANCIAL ADVISORS
D.A. DAVIDSON & CO.

Nearby Investors

WILLIAM T ARMSTRONG
CHRISTIAN SCOTT W TRENT
JOSEPH ALAN SORRELL

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINCHESTER, VA
UNITED CAPITAL FINANCIAL ADVISORS · WINCHESTER, VA
D.A. DAVIDSON & CO. · WINCHESTER, VA

More in Winchester, VA

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