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Robert Davis Van sant

First Advisors National, LLC

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About Robert Davis Van sant

Robert Davis Van sant is a financial professional registered in Georgia and has been in the industry since 1978. Robert is currently employed by First Advisors National, LLC, and previously held positions at Avalon Investment & Securities Group, Inc., World Group Securities, Inc., GWN Securities Inc., A I M Distributors, Inc., PFS Investments Inc., and PFS Distributors. Robert offers financial planning and investment management services to individuals and provides retirement planning consultations. Robert holds the Series 63, Series 66, Series 7, Series 1, Series 24, and Series 27 licenses.

Firm Information

Robert Van sant 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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Robert Van sant’s Registration & Firm History

GA

01/02/2013 - Present

First Advisors National, LLC (ATLANTA GA)

AL

06/20/2011 - 01/14/2013

AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)

GA

09/06/2007 - 06/02/2009

WORLD GROUP SECURITIES, INC. (DULUTH GA)

FL

06/15/2006 - 08/31/2007

GWN SECURITIES INC. (PALM BEACH GARDENS FL)

TX

11/30/1995 - 12/06/2005

A I M DISTRIBUTORS, INC. (HOUSTON TX)

GA

08/15/1983 - 09/15/1995

PFS INVESTMENTS INC. (DULUTH GA)

GA

03/30/1987 - 07/15/1989

PFS DISTRIBUTORS (DULUTH GA)

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Licenses & Designations

BOTH

Issued 10/12/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/1984

Series 27 - Financial and Operations Principal Examination

BC

Issued 07/25/1983

Series 24 - General Securities Principal Examination

BC

Issued 05/21/1983

Series 7 - General Securities Representative Examination

BC

Issued 09/11/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Davis Van sant.
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