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Eric John Netzel

First Advisors National, LLC

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About Eric John Netzel

Eric Netzel is an Investment Advisor Representative with First Advisors National, LLC in Round Lake, IL. Eric has been in the industry for over 20 years and has experience with retirement planning consultations and financial planning. He is registered with the state of Illinois as an Investment Advisor Representative.

Firm Information

Eric Netzel 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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Eric Netzel’s Registration & Firm History

IL

07/28/2016 - Present

First Advisors National, LLC (Round Lake IL)

IL

03/18/1996 - 06/20/2016

PFS INVESTMENTS INC. (LIBERTYVILLE IL)

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Licenses & Designations

IA

Issued 04/23/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Eric John Netzel. Review regulatory record here.
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