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Mohamed Alla Elkordy

First Advisors National, LLC

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About Mohamed Alla Elkordy

Mohamed Elkordy is a financial advisor at First Advisors National, LLC, in Groton, MA. Mohamed is registered with the state of Massachusetts as an Investment Advisor Representative (IAR). Mohamed has been in the financial services industry for over 20 years and has experience with clients of all types. Mohamed is also a financial advisor at Cornerstone College Resources, where he specializes in short and long-term college planning and financial aid counseling. Mohamed's main goal is to help clients achieve their financial goals.

Firm Information

Mohamed Elkordy 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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Mohamed Elkordy’s Registration & Firm History

MA

07/06/2015 - Present

First Advisors National, LLC (Groton MA)

MN

12/11/2000 - 12/31/2001

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

NY

02/26/1999 - 05/17/2000

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

SC

10/14/1997 - 01/04/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MA

10/24/1996 - 08/27/1997

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

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Licenses & Designations

IA

Issued 01/31/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mohamed Alla Elkordy.
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