First Advisors National
First Advisors National (FAN Advisors) offers the best RIA platform for the independent investment advisor. Especially for those who want total freedom to sell insurance-based solutions. We provide the flexibility to select from over 80 portfolios through a diversified lineup of unaffiliated 3rd party professional money managers. We have open architecture access to any listed security for the development of individual client focused investment solutions. We are not owned by or associated with any Insurance or Financial Marketing Organization (IMO/FMO), so we have absolute freedom to market our products through any of these or other organizations. Give us the chance to prove that FAN Advisors offers the best RIA platform. Contact us today to get specific details. Some of our more outstanding features are: • Flexible open architecture of well diversified investment solutions. • Competitive client fees with emphasis on low-cost underlying holdings. • Outstanding personal compensation. • A unique Referral Program with recurring asset based compensation. • Legacy Program for the payment of continued compensation • Virtually paperless processing system to include: Client Management System for automated processing of compliance and low Administrative Fees
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Verified contacts
10
available on Kipplo
LinkedIn employees
16
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
21
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JS
Jack Shea
Investment Advisor Representative · Finance & Accounting
EmailPhone - PC
Peter Crabtree
Investment Advisor · Finance & Accounting
EmailPhone - PA
Paul Atkins
Chief Investment Officer, Head of Training · Other
EmailPhone - KS
Kevin Sorto
Investment Advisor Representative · Finance & Accounting
EmailPhone - PC
Peter Crabtree
Investment Advisor · Finance & Accounting
EmailPhone - BV
Bob van Sant
President, CEO · General Business & Management
EmailPhone
Showing 6 of 10 verified contacts
Top roles at First Advisors National
7 distinct titles indexed · top 7 shown.
- 2investment advisor
- 2investment advisor representative
- 1chief investment officer, head of training
- 1client services associate
- 1financial advisor
- 1president, ceo
- 1regional manager
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