FIRST ADVISORS NATIONAL, LLC

Adviser information for FIRST ADVISORS NATIONAL, LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	70
Investment Advisory/Research	69
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	69
Licensed Agents of an Insurance Company	58
No. of Firms/People that Solicit Clients	2

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	4,892	$448.3M
Non-Discretionary	0	$0
Total	4,892	$448.3M

Clients

Type	Number	RAUM
Individuals	3,288	$448.3M
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	22
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	26-50

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)RETIREMENT PLANNING CONSULTATIONS
Compensation	% of AUMSOLICITOR/ENDORSEMENT FEES
Other Business Activities	Registered representative of a broker-dealerCommodity pool operator or commodity trading advisorReal estate broker, dealer, or agentInsurance broker or agentAccountant or accounting firm

Identifiers

SEC RIA File Number	801-77440
SEC ERA File Number	801-77440
SEC CIK Numbers	None
SEC CRD Numbers	166212
Legal Entity Identifier	None

Principal Office

1372 PEACHTREE STREET NE
ATLANTA
GA
United States

Monday - Friday, 9:00 AM - 5:00 PM

Tel: 1-855-326-7427, Fax: None

Websites

www.fanria.com www.fanadvisors.com www.linkedin.com/in/bob-van-sant-0a8394a www.linkedin.com/in/paul-atkins-fan-advisors www.grandcapitalmgmt.com www.linkedin.com/in/carlgrande www.hamricwealthadvisors.com www.facebook.com/hamricwealthadvisors danlamb.us/ advisory services www.martinsenwealth.com www.financialfastlane.com www.universityofretirementplanning.com www.socialsecuritylane.com www.amazon.com/holistic-retirement-planning-revolution www.etsfinancial.com www.bothhandsfg.com www.sheawealthcare.com www.facebook.com/etsfinancial www.vowellfg.com www.facebook.com/matthew.vysoky.5 www.facebook.com/sheawealthcare www.linkedin.com/in/jack-shea-69513959 www.linkedin.com/company/first-advisors-national www.linkedin.com/in/eric-scoggins-chfc-cfp-47218b41 www.youtube.com/c/financialfastlane twitter.com/lanemartinsen www.linkedin.com/in/lane-martinsen-6637578 www.google.com/maps/place/carl+grande-+grand+capital+management www.cornerstoneresources.org www.linkedin.com/in/al-elkordy-2765aa78 www.blwealthmanagement.com www.facebook.com/bothhandsfg

Chief Compliance Officer

ROBERT D. VAN SANT, JR.

MEMBER

1372 PEACHTREE STREET NE

ATLANTA

United States

Tel: 1-855-326-7427

C*********@**************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners