Allen Rilee Fredericks

First Advisors National, LLC

7 Years of Experience

Sells Insurance

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

Location

177 Kernstown Commons Blvd., Winchester, VA, 22602

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Allen is a partner at Fredericks & Associates, providing insurance services since 2012. This activity takes nearly all of Allen's time.

Employment History

Current Registrations

First Advisors National, LLC

February 2018 - Present · 8 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.