Unclaimed Profile

Robert Davis Van Sant

FIRST ADVISORS NATIONAL, LLC·ATLANTA, Georgia

Series 1, Series 7, Series 24, Series 27, Series 63, Series 66Clean record20 years registeredFIRST ADVISORS NATIONAL, LLC

1372 PEACHTREE STREET NE, ATLANTA, GA 30309CRD# 857065Firm CRD# 166212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Davis Van Sant · ATLANTA, GA

Registration

CRD #857065 · FIRST ADVISORS NATIONAL, LLC · 20 years registered

Brand Profile

Not yet started

Career History

FIRST ADVISORS NATIONAL, LLC

Jan 2013 – present

CHERRY INVESTMENT ADVISORS, LTD.

Dec 2010 – Dec 2012

DALLAS, TX

INVESTMENT ADVISORS INTERNATIONAL, INC.

Sep 2007 – Jun 2009

DULUTH, GA

GWN SECURITIES INC.

Jun 2006 – Aug 2007

SUWANEE, GA

AIM PRIVATE ASSET MANAGEMENT

Oct 2005 – Dec 2005

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 27

Series 63

Series 66

Registration record

First registered · October 13, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST ADVISORS NATIONAL, LLC

CRD 166212 · SEC 801-77440

AUM

$448M

Regulatory assets under management

Employees

4,892 client accounts

Services offered by FIRST ADVISORS NATIONAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST ADVISORS NATIONAL, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Davis Van Sant offer?

Robert Davis Van Sant specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Robert Davis Van Sant's credentials?

Robert Davis Van Sant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Davis Van Sant located?

Robert Davis Van Sant is based in ATLANTA, Georgia, working with FIRST ADVISORS NATIONAL, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Robert Davis Van Sant charge for services?

Robert Davis Van Sant's firm is compensated through percentage of aum, other: solicitor/endorsement fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST ADVISORS NATIONAL, LLC?

FIRST ADVISORS NATIONAL, LLC has approximately 70 employees and manages $448M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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