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Jeffrey Michael hill Presley

First Advisors National, LLC

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About Jeffrey Michael hill Presley

Jeffrey Presley is a registered Investment Advisor Representative with First Advisors National, LLC. Jeffrey is a financial professional with experience in the financial services industry. Jeffrey has been involved in the securities industry since 2008. Jeffrey holds the Series 6, 7, 63 and 65 licenses and is currently licensed in South Carolina. Jeffrey specializes in retirement planning, financial planning, and portfolio management for individuals. Jeffrey is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Jeffrey Presley 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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Jeffrey Presley’s Registration & Firm History

SC

01/06/2024 - Present

First Advisors National, LLC (Greer SC)

SC

07/29/2008 - 01/24/2012

METLIFE SECURITIES INC. (GREENVILLE SC)

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Licenses & Designations

IA

Issued 12/29/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Michael hill Presley.
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