Bernard Paul Atkins

First Advisors National, LLC

13 Years of Experience

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Firm Information

First Advisors National, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

61 advisors

Number of Clients

3,430 clients

Average Client Portfolio

$146K average

Assets Under Management

$501.1M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

The firm charges a maximum annual advisory fee of 1.85% for investment management services. These fees are negotiable. Clients also pay fees charged by custodians (Goldman Sachs and Schwab), mutual funds, ETFs, and third-party money managers. Pontera platform has a separate subscription fee. Retirement plan consulting services are assessed at an annual rate of up to 1%.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

2222 Peachtree Rd NW, A6, Atlanta, GA, 30309

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2002

Settled

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Employment History

Current Registrations

First Advisors National, LLC

February 2018 - Present · 7 yrs 11 mos

Previous Registrations

AXA Advisors, LLC

November 2003 - February 2009 · 5 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.