First Advisors National Email Format

Financial ServicesGeorgia, United States11-50 Employees

First Advisors National, referred to as FAN Advisors, operates in the financial services sector with a platform designed for independent investment advisors. The firm offers an open-architecture RIA platform that provides access to more than 80 portfolios managed by unaffiliated third-party money managers, enabling development of client-focused investment solutions. It emphasizes independence from Insurance and Financial Marketing Organizations, maintaining freedom in how its products are marketed and distributed.

Based in Atlanta, Georgia, the company supports a relatively small to mid-sized operation. Its fee and compensation framework includes competitive client fees with a focus on low-cost underlying holdings, along with a personal compensation model and a referral program that offers recurring asset-based compensation. The organization also features a Legacy Program for continued compensation and a largely paperless processing system, including a client management system that automates compliance-related processing and reduces administrative overhead.

Get verified First Advisors National emails free

Company overview Employee directory