William
Goaslind

First Advisors National, LLC

CRD#7573086
Investment Advisor
in Phoenux, AZ

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About this Advisor

William Goaslind is a financial advisor based in Phoenix, Arizona, working with First Advisors National, LLC. William has previously held positions at Lds Church, Salt Lake City Community College, Us Senate, Nexeo Hr, Utah Valley University, Blue Cloud Pediatric Surgeries, and Martinsen Wealth. William has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, William is part of First Advisors National, LLC, which operates out of Phoenix, Arizona. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

Phoenux, AZ

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

AZ Average: $3,570,121,308
Total Number of Employees

70

AZ Average: 58
Total Number of Accounts

4,892

AZ Average: 1,608
Average Account Size

$91,633

AZ Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

William Goaslind Work History

2022 - Present (2 years)

Martinsen Wealth

2021 - 2022 (1 year)

Blue Cloud Pediatric Surgeries

2019 - 2021 (2 years)

Utah Valley University

2018 - 2018 (< 1 year)

Us Senate

2018 - 2019 (1 year)

Nexeo Hr

2017 - 2018 (1 year)

Salt Lake City Community College

2014 - 2016 (2 years)

Lds Church

Disclosures

Please visit the SEC profile of William Goaslind to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Advisors National, LLC

Michael Schessler
Chicago, IL
William Goaslind
Phoenux, AZ
Elwood Chambers
Crossville, TN
Brendan Houlihan
Palos Heights, IL
Peter Crabtree
Libertyville, IL
Joseph Maggiore
Virginia Beach, VA
George Nickels
Flowery Branch, GA
Jose Hernandez-Gomez
Long Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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