ES
CFP
ES
CFP

Eric Scoggins

14 Years of Experience
Hoschton, GA
1 DisclosureSells Insurance

Eric Scoggins is a CFP-designated registered investment advisor at First Advisors National, LLC, based in Hoschton, GA, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,858 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
79 advisors
Number of Clients
4,858 clients
Average Client Portfolio
$104K average
Assets Under Management
$505.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Advisory fees are negotiable up to a maximum of 1.85% per year. Fees exclude transaction fees, account maintenance fees, and administrative costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

27 City Square, Suite 2, Hoschton, GA, 30548

Get directions

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.
Criminal
January 1987
Final Disposition
Other Business ActivitiesSells Insurance

Eric owns ETS Financial, an insurance and annuities business, since 1997. This activity takes nearly all of Eric's time.

Employment History
Current Registrations
First Advisors National, LLC
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Fusion Capital Management
October 2013 - October 2017 · 4 yrs
E.T.S. Financial Services, INC.
March 2012 - December 2015 · 3 yrs 9 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors