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BA
BA
Bernard Paul Atkins
First Advisors National, LLC
13 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
First Advisors National, LLC
Compensation
Fee-Only (AUM)
Firm Size
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
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Location
2222 Peachtree Rd NW, A6, Atlanta, GA, 30309
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History
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
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
First Advisors National, LLC
February 2018 - Present · 8 yrs
Previous Registrations
AXA Advisors, LLC
November 2003 - February 2009 · 5 yrs 3 mos
State Registrations
1 state
GA
Advisor
Exams
No exam information available for this advisor.
Bernard Paul Atkins - Financial Advisor | TrueAdvisor