FIRST NATIONAL ADVISORS LLC

300 Ledgewood Place
Suite 101
Rockland, Massachusetts 02370
Tel: 781-878-7757

About FIRST NATIONAL ADVISORS LLC

FIRST NATIONAL ADVISORS LLC, formally registered with the SEC as FIRST NATIONAL ADVISORS LLC. The firm was established in 02/01/2006. They have over 4 offices throughout the country.

FIRST NATIONAL ADVISORS LLC is a Rockland, Massachusetts based Financial Planning firm with nearly $1,366,635,859 assets under management, offering retirement planning & investment advisory services to 2337 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120859
SEC#	801-66086
Assets Managed by Firm	$1,366,635,859
No. of Clients	2337
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2337	$1,366,635,859
Individuals (other than high net worth individuals)	492	$86,298,919
High net worth individuals	242	$797,786,435
Pension and profit sharing plans	96	$449,353,528
Charitable organizations	23	$4,356,640
Other investment advisers	Fewer than 5 clients	$115,141
Corporations or other businesses	4	$28,725,196

More Retirement Planning firms in Rockland, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Rockland, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.