First National Advisors LLC
First National Advisors LLC (CRD# 120859) is a financial advisory firm headquartered in Rockland, MA. They manage $1,305,586,220 in 2,516 accounts and serve the financial needs of clients across 14 states (or territories).
-
Total Assets Under Management1,306MILLION
-
Total Number of Accounts2,516ACCOUNTS
-
Average Account Value$518,913
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA
Robert Gryp (CRD# 1009114) is an Investment Advisor Representative working at First National Advisors LLC in Rockland, MA and has over 30 years of experience in the finance industry.
Michael Hebert (CRD# 2944688) is an Investment Advisor Representative working at First National Advisors LLC in Rockland, MA and has over 26 years of experience in the finance industry.
Philip Nehro (CRD# 817539) is an Investment Advisor Representative working at First National Advisors LLC in Falmouth, MA and has over 43 years of experience in the finance industry.
Richard Oberuc (CRD# 1652957) is an Investment Advisor Representative working at First National Advisors LLC in Rockland, MA and has over 12 years of experience in the finance industry.
Alex Oliver (CRD# 6558298) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has 3 years 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.
Kenneth Seropian (CRD# 2981821) is an Investment Advisor Representative working at First National Advisors LLC in Rockland, MA and has over 26 years of experience in the finance industry.
Jason Skolnick (CRD# 2656136) is an Investment Advisor Representative working at First National Advisors LLC in Rockland, MA and has over 28 years of experience in the finance industry.