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
Jeremy D. Shipp
CRD#: 6185268
4860 Cox Road, Ste 200, Glen Allen, VA 23060
103
Wealthminder
score

The resident academic and mathematician at O’Dell, Winkfield, Roseman & Shipp, Jeremy Shipp brings over 15 years of mathematical validation, verification, and logic to the sound financial and retirement strategies that we offer our clients.  There is not one financial strategy or concept we use that we cannot verify and back up mathematically, thanks to him.  A strategic and creative thinker, Jeremy applies advanced analytics to our clients’ portfolios to determine the best course of action to achieve their outlined objectives.

 

Beginning a career in finance as a personal banker with U.S. Bancorp, Jeremy quickly ascended through the ranks but sought a more well-rounded financial approach than what banking could provide.  He left banking for independent advising, focusing on estate planning, where he discovered that most of his clients were ill-prepared for retirement, often running out of money or forced to drastically reduce their lifestyles.  As such, Jeremy committed his career to retirement planning and designing financial strategies that maximize our clients’ lifetime wealth potential.

 

Jeremy grew up in Ohio, is the older of two brothers, and received a degree in Mathematics from Marietta College in Marietta, Ohio.  When he’s not working he likes to spend time with his dog, Miss Hattie, golf, travel, and watch Buckeye football.

 

He holds the Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), and Certified Financial Planner (CFP®) designations.  These professional designations are earned after completing rigorous course work and testing that show a deep understanding and command of the principles essential to implementing a solid retirement plan.

 

Jeremy 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.  Jeremy also belongs to the Independent Excellence Group, a think tank of financial professionals from across the country.

 

He has spent a good portion of his career working with families of wartime veterans and their surviving spouses to obtain a much deserved Aid & Attendance benefit from the Department of Veterans Affairs to help pay for assisted living and nursing home costs.  Jeremy has been featured in Forbes Magazine for his efforts.

 

 

2
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 24 years of experience in the finance industry.

3
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.

4
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 31 years of experience in the finance industry.

5
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.

6
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.

7
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.

8
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.

9
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 17 years of experience in the finance industry.

10
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.

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