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 working out of Phoenux, Arizona with 1 year of industry experience. Goaslind is an employee of First Advisors National, LLC. During their career, Goaslind has held roles at Itineris High Scholl, Lds Church, Salt Lake City Community College, Us Senate, Nexeo Hr, Utah Valley University, Blue Cloud Pediatric Surgeries and Martinsen Wealth. Goaslind holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Arizona. First Advisors National, LLC is a firm based in Atlanta, GA. The company has offices in 60 locations and a total of 63 employees. It has $350 million in assets under management between its 4,080 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees usually are based on the type of services offered. Fees billed by First Advisors National, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Phoenux, AZ

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$350,351,823

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

63

AZ Average: 58
Total Number of Accounts

4,080

AZ Average: 1,608
Average Account Size

$85,871

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

William has been registered as a financial advisor for 1 years.*

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

2012 - 2014 (2 years)

Itineris High Scholl

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

George Nickels
Flowery Branch, GA
Stuart Hunsicker
Henrico, VA
Peter Crabtree
Libertyville, IL
Kathryn Ridge
Greenville, TX
Robert Van Sant
Atlanta, GA
Allen Fredericks
Stephens City, VA
James Brown
Fairfield, CA
David Kudo
Villa Park, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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