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Allen Rilee Fredericks

First Advisors National, LLC

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About Allen Rilee Fredericks

Allen Fredericks is a Registered Investment Advisor (IA) representative with First Advisors National, LLC. Allen has been in the industry since January 2012 and is registered in Virginia. Allen's office is located at 177 Kernstown Commons Blvd. in Winchester, VA.

Firm Information

Allen Fredericks is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/endorsement fees

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Allen Fredericks’s Registration & Firm History

VA

02/02/2018 - Present

First Advisors National, LLC (Winchester VA)

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Licenses & Designations

IA

Issued 01/25/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allen Rilee Fredericks.
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