ES
CFP
ES
CFP

Eric Scoggins

13 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 13 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. Their firm serves 3,430 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History (1)
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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 1 mo
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.