First American National Investment Advisors, LLC

First American National Investment Advisors, LLC (CRD# 166212) is a financial advisory firm headquartered in Johns Creek, GA. They manage $77,992,776 in 1,420 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $54,924
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at First American National Investment Advisors, LLC
Showing 1 - 10 of 79 top financial advisors.
1
Norvell Brown
CRD#: 1650183
Cypress, TX
96
Wealthminder
score

Norvell Brown (CRD# 1650183) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Cypress, TX and has over 23 years of experience in the finance industry.

2
Stephen J. Locke
CRD#: 1122385
101 Waterside Ln, Cross Junction, VA 22625
96
Wealthminder
score

Stephen Locke (CRD# 1122385) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Cross Junction, VA and has over 33 years of experience in the finance industry. Stephen Locke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Scott E. Mounger
CRD#: 1095898
7669 Palisades Ave Ne, Elk River, MN 55330
96
Wealthminder
score

Scott Mounger (CRD# 1095898) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Elk River, MN and has over 30 years of experience in the finance industry.

4
Robert L. Arnold
CRD#: 5581397
Dothan, AL
93
Wealthminder
score

Robert Arnold (CRD# 5581397) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Dothan, AL and has over 9 years of experience in the finance industry.

5
Stephen H. Ballard
CRD#: 2652512
Brentwood, TN
93
Wealthminder
score

Stephen Ballard (CRD# 2652512) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Brentwood, TN and has over 21 years of experience in the finance industry.

6
Victor E. Berliant
CRD#: 5189328
San Rafael, CA
93
Wealthminder
score

Victor Berliant (CRD# 5189328) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in San Rafael, CA and has over 10 years of experience in the finance industry.

7
Warren S. Braswell
CRD#: 4361379
Nashville, NC
93
Wealthminder
score

Warren Braswell (CRD# 4361379) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Nashville, NC and has over 15 years of experience in the finance industry.

8
James Cahoon
CRD#: 2308572
Louisville, KY
93
Wealthminder
score

James Cahoon (CRD# 2308572) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Louisville, KY and has over 16 years of experience in the finance industry.

9
Katharine E. Coppola
CRD#: 5093846
27 Richard St, Milfiord, CT 06460
93
Wealthminder
score

Katharine Coppola (CRD# 5093846) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Milfiord, CT and has over 10 years of experience in the finance industry.

10
Mohamed A. Elkordy
CRD#: 2541944
102 Jimney Dr, Westford, MA 01886
93
Wealthminder
score

Mohamed Elkordy (CRD# 2541944) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Westford, MA and has over 22 years of experience in the finance industry.

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