First National Corporation

First National Corporation (CRD# 120859) is a financial advisory firm headquartered in Rockland, MA. They manage $598,926,838 in 1,330 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    599
    MILLION
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $450,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA, CT, FL, MA, ME, NE, NH, NY, RI, TX

Financial Advisors at First National Corporation
Showing 1 - 7 of 7 top financial advisors.
1
Philip G. Nehro
CRD#: 817539
Highfield Hall, 56 Higfield Drive, Falmouth, MA 02541
96
Wealthminder
score

Philip Nehro (CRD# 817539) is an Investment Advisor Representative working at First National Corporation in Falmouth, MA and has over 37 years of experience in the finance industry. Philip Nehro 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.

2
Alex E. Oliver
CRD#: 6558298
300 Ledgewood Place, Suite 101, Rockland, MA 02370
95
Wealthminder
score

Alex Oliver (CRD# 6558298) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has 1 year of experience in the finance industry. Alex has passed the exam to become a CERTIFIED FINANCIAL PLANNER™.

 

He graduated from UCLA’s Personal Financial Planning program, where pertinent coursework included: Income Taxation, Investments, Retirement Plans, Estate Planning, Insurance, and Financial Analysis.

 

Prior to joining First National Corporation, Alex graduated magna cum laude from the University of Maine with a Bachelor of Science degree in Finance and Management, earning selection to UMaine’s Senior Skull Honor Society. He spent seven years working with Collegiate Entrepreneurs as the Maine District Manager, New England General Manager, and California Division Head. These positions involved the hiring, training, and mentoring of several college students each year to start their own small businesses. Alex has also been an active participant in the Financial Planning Association and Entrepreneurs’ Organization Accelerator program.

 

Originally from South China, Maine, Alex now lives in Quincy where he actively trains for one triathlon a year and avidly supports his New England and UMaine sports teams. He attempts to get out of the country once per year, previously building water wells in Cambodia and hiking to Machu Picchu in Peru.

3
Robert D. Gryp
CRD#: 1009114
300 Ledgewood Place, Suite 101, Rockland, MA 02370
93
Wealthminder
score

Robert Gryp (CRD# 1009114) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has over 24 years of experience in the finance industry.

4
Michael S. Hebert
CRD#: 2944688
300 Ledgewood Place, Suite 101, Rockland, MA 02370
93
Wealthminder
score

Michael Hebert (CRD# 2944688) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has over 20 years of experience in the finance industry.

5
Richard E. Oberuc
CRD#: 1652957
300 Ledgewood Place, Suite 101, Rockland, MA 02370
93
Wealthminder
score

Richard Oberuc (CRD# 1652957) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has over 6 years of experience in the finance industry.

6
Kenneth G. Seropian
CRD#: 2981821
300 Ledgewood Place, Suite 101, Rockland, MA 02370
93
Wealthminder
score

Kenneth Seropian (CRD# 2981821) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has over 19 years of experience in the finance industry.

7
Jason T. Skolnick
CRD#: 2656136
300 Ledgewood Place, Suite 101, Rockland, MA 02370
93
Wealthminder
score

Jason Skolnick (CRD# 2656136) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has over 22 years of experience in the finance industry.

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