Hoschton, GA Office

Team
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First Advisors National, LLC logo

First Advisors National, LLC

Multi-team

Firm-wide stats for First Advisors National, LLC

Total advisors

80

Across 73 offices

Clients per advisor

61 Typical

Avg AUM per client

$104,132 Very Low

HNW client ratio

0% Very Low

About

First Advisors National (FAN Advisors) provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, and reports approximately $506.8 million in discretionary assets under management. The firm recommends and monitors third‑party money managers and supplements separately managed portfolios with advice on individual equities, ETFs, and mutual funds, and it offers an optional Pontera retirement‑account aggregation platform for clients who choose to use it.

FAN Advisors implements client strategies largely through the selection and ongoing oversight of third‑party money management platforms, evaluating managers on investment style, years in business, assets under management, regulatory status, and portfolio costs. Portfolios rely on tactical and strategic asset allocation methodologies, with the firm typically managing accounts on a discretionary basis while using fundamental analysis and conducting formal annual reviews to confirm suitability.

Several supervised persons maintain outside industry roles that the firm discloses in Brochure Supplements — including registrations as registered representatives of unaffiliated broker‑dealers, Commodity Trading Advisors, and licenses or practices as real estate agents, accountants/tax preparers, insurance agents, mortgage brokers, or attorneys — and FAN Advisors describes policies to disclose and mitigate related conflicts of interest. The firm also operates an affiliate, First Advisors Administrative Services, which provides middle‑office and operational support to other independent advisor firms and states it generally does not offer alternative investments, features that are noted alongside its compliance and monitoring procedures.

Based on First Advisors National, LLC

Expertise

Passive / index investing

Based on First Advisors National, LLC

Location

27 City Square, Suite 2

Hoschton GA 30548

Advisors at this office

3

Advisors at this office

user avatar

Christopher B

Series 65

Hoschton, GA

First Advisors National, LLC

Christopher Bach is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and three years of industry experience. He has worked at firms including E.T.S. Wealth Management and Landers Appraisal Service. Outside of finance, he owns and operates County Line Sprinklers, a landscaping services business. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

Passive / index investing
user avatar

Chase P

Series 65

Hoschton, GA

First Advisors National, LLC

Chase Parker is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and beginning his industry career in 2023. He has 17 years of service with the Gwinnett County Fire Department. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm uses third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds, applying tactical and strategic asset allocation methodologies.

Passive / index investing
user avatar

Eric S

CFP®, ChFC®, Series 63, Series 65

Hoschton, GA

First Advisors National, LLC

Eric Scoggins is a financial advisor with First Advisors National, LLC, holding CFP® and ChFC® designations and 14 years of industry experience. He has worked at First Advisors National since 2015 and has also been involved with ETS Financial Services since 1997, where he owns and operates an insurance and annuities business. Additionally, Scoggins worked at Fusion Capital Management from 2013 to 2017. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers and combines tactical and strategic asset allocation with fundamental analysis to manage discretionary portfolios.

Passive / index investing
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