First American National Investment Advisors, LLC

First American National Investment Advisors, LLC (CRD# 166212) is a financial advisory firm headquartered in Atlanta, GA. They manage $137,701,624 in 1,654 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    1,654
    ACCOUNTS
  • Average Account Value
    $83,254
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, AR, AZ, CA, CO, CT, FL, GA, HI, IL, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, 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 101 top financial advisors.
1
Jeremy D. Shipp, CFP, CLU, RICP
CRD#: 6185268
4860 Cox Road, Ste 200, Glen Allen, VA 23060
103
Wealthminder
score

Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded advice.  His ability to connect with individuals one-on-one, as well as larger groups in his travels as a national public speaker, provide an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy.  Shipp’s straightforward and direct approach is an unconventional but appreciated characteristic for his industry.  He is dedicated to humanitarian efforts, evidenced by his support to countless families in applying for, and ultimately receiving, the Aid & Attendance Veteran’s Benefit.

 

Shipp’s customized financial strategies which incorporate asset allocation, financial management, retirement planning, and wealth succession, are the basis for his repeated appearances on CBS.  He has also been featured in Forbes, Wall Street Journal, US News & World Report, The Street, and Yahoo! Finance, for his knowledgeable and proven concepts.

“I live for the moments when I can present a client with a plan that incorporates the full picture.  Showing them where they were when we first met, and then later showing them [with my advisement] where they are on track to be.”  Shipp says the success of his clients is what truly resonates with him, and brings him pleasure in what he can provide to individuals and families.

 

He enjoys sharing his wealth of knowledge with others, and has found a knack in providing e-learning to people across the country through educational shorts on several social media outlets.

Shipp holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) designations.  He is a master mentor and sits on the advisory council for MoneyTrax, a wealth planning organization that has been nationally recognized for its unique financial planning approach and advanced training.  In addition, Shipp also belongs to the Independent Excellence Group, a think tank comprised of financial professionals from across the nation who meet quarterly to share new retirement ideas and strategies.

 

Jeremy Shipp enjoys spending time with his K9 companion Ms. Hattie when he is not advising, teaching, or speaking.  Shipp also enjoys the outdoors, biohacking, golf, and watching Buckeye football.  He has a Mathematics degree from Marietta College in Ohio, where he resided until his relocation to the Richmond, Virginia area in 2010.

2
Scott E. Mounger
CRD#: 1095898
7669 Palisades Ave Ne, Elk River, MN 55330
101
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 32 years of experience in the finance industry.

3
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 25 years of experience in the finance industry.

4
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 34 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.

5
Timothy C. Wolfe
CRD#: 2101586
440 S. Rammer Avenue, Arlington Heights, IL 60004
96
Wealthminder
score

Timothy Wolfe (CRD# 2101586) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Arlington Heights, IL and has over 27 years of experience in the finance industry. Timothy Wolfe 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.

6
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 10 years of experience in the finance industry.

7
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 22 years of experience in the finance industry.

8
James S. Baudreau
CRD#: 1870111
4709 Wellington Downs, Raleigh, NC 27613
93
Wealthminder
score

James Baudreau (CRD# 1870111) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Raleigh, NC and has over 29 years of experience in the finance industry.

9
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 11 years of experience in the finance industry.

10
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 17 years of experience in the finance industry.

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