First Advisors National Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

First Advisors National, referred to as FAN Advisors, operates in the financial services sector with a platform designed for independent investment advisors. The firm offers an open-architecture RIA platform that provides access to more than 80 portfolios managed by unaffiliated third-party money managers, enabling development of client-focused investment solutions. It emphasizes independence from Insurance and Financial Marketing Organizations, maintaining freedom in how its products are marketed and distributed.

Based in Atlanta, Georgia, the company supports a relatively small to mid-sized operation. Its fee and compensation framework includes competitive client fees with a focus on low-cost underlying holdings, along with a personal compensation model and a referral program that offers recurring asset-based compensation. The organization also features a Legacy Program for continued compensation and a largely paperless processing system, including a client management system that automates compliance-related processing and reduces administrative overhead.

Find First Advisors National employees' phone numbers or email addresses

First Advisors National Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

First Advisors National's Leadership

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    P. A.
    Chief Investment Officer, Head Of Training
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  • Stylized image of a person
    D. K.
    Founder
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  • Stylized image of a person
    D. V.
    Regional Manager
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  • Stylized image of a person
    J. P.
    Investment Adviser Representative
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First Advisors National Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from First Advisors National

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. K.
    Founder
    Phone icon
    Aug 05, 2024
  • Stylized image of a person
    P. A.
    Chief Investment Officer, Head Of Training
    Phone icon
    Apr 01, 2025
  • Stylized image of a person
    D. V.
    Regional Manager
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    J. P.
    Investment Adviser Representative
    Phone icon
    Jun 25, 2026

Frequently Asked Questions

What is First Advisors National known for?

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First Advisors National was founded in 2013 operates in the Financial Services industry. Explore First Advisors National's company overview page for more information.

What is First Advisors National's most common email format?

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First Advisors National employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First Advisors National email formats with LeadIQ.

How many employees does First Advisors National have currently?

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First Advisors National has approximately 16 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are First Advisors National's key employees and leadership?

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As of July 2026, First Advisors National's key employees include:

  • Chief Investment Officer, Head Of Training: P. A.
  • Founder: D. K.
  • Regional Manager: D. V.
  • Investment Adviser Representative: J. P.

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