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Bernard Atkins

First Advisors National, LLC
13 Years of Experience
Atlanta, GA
1 Disclosure
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Bernard Atkins is a registered investment advisor at First Advisors National, LLC, based in Atlanta, GA, with 13 years of industry experience. Bernard 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.

First Advisors National, LLC
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
—
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Location

2222 Peachtree Rd NW, A6, Atlanta, GA, 30309

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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.
Customer Dispute
July 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
First Advisors National, LLC
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
AXA Advisors, LLC
November 2003 - February 2009 · 5 yrs 3 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.
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