Warren Braswell
Warren Braswell is a registered investment advisor at First Advisors National, LLC, based in Rocky Mount, NC, with 17 years of industry experience. Warren 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
880 Country Club Rd, Rocky Mount, NC, 27804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Warren is the President of Statewide Insurers Group since 2016, selling life insurance and annuities. This takes about 10-20% of his time.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
Cherry Investment Advisors, LTD.
Braswell Wealth Management LLC
Edward Jones
State Registrations1 state
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.