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Brendan Francis Houlihan

First Advisors National, LLC

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About Brendan Francis Houlihan

Brendan Francis Houlihan is an Investment Advisor Representative at First Advisors National, LLC. Brendan is registered with the state of Illinois. Brendan has been in the industry since April 2014, and is also an independent insurance agent in Illinois. Brendan has passed the Series 65 exam, the Uniform Investment Adviser Law Examination, and has specialized in providing investment advice to Individuals, Corporations and Retirement Plans.

Firm Information

Brendan Houlihan 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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Brendan Houlihan’s Registration & Firm History

IL

04/16/2015 - Present

First Advisors National, LLC (PALOS HEIGHTS IL)

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Licenses & Designations

IA

Issued 04/03/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brendan Francis Houlihan.
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