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Peter Michael Crabtree

First Advisors National, LLC

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About Peter Michael Crabtree

Peter Michael Crabtree is a registered investment advisor representative with First Advisors National, LLC. Peter has been in the financial services industry for over 6 years and is licensed to provide investment advice in Illinois. Peter is currently registered with First Advisors National, LLC and previously worked with INFINEX INVESTMENTS, INC. and MONEY CONCEPTS CAPITAL CORP. Peter holds Series 66, 7, and SIE securities licenses. Peter has a special focus on retirement planning, financial planning, and portfolio management for individuals.

Firm Information

Peter Crabtree 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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Peter Crabtree’s Registration & Firm History

IL

08/31/2021 - Present

First Advisors National, LLC (Libertyville IL)

IL

08/21/2014 - 05/21/2020

INFINEX INVESTMENTS, INC. (Mundelein IL)

IL

03/21/2013 - 08/22/2014

MONEY CONCEPTS CAPITAL CORP (LIBERTYVILLE IL)

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Licenses & Designations

BOTH

Issued 04/10/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Peter Michael Crabtree. Review regulatory record here.
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