Mohamed
Elkordy

First Advisors National, LLC

CRD#2541944
Investment Advisor
in Groton, MA

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About this Advisor

Mohamed Elkordy is a financial advisor based in Groton, Massachusetts, working with First Advisors National, LLC. Mohamed has previously held positions at Cornerstone Resources, Redhawk Wealth Advisors, Inc, and Cornerstone College Resources. Mohamed has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Mohamed is part of First Advisors National, LLC, which operates out of Groton, Massachusetts. 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 63, 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

Groton, MA

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

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

70

MA Average: 58
Total Number of Accounts

4,892

MA Average: 1,608
Average Account Size

$91,633

MA Average: $2,220,225

Investment Advisory Services

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

Mohamed Elkordy Work History

2012 - Present (12 years)

Redhawk Wealth Advisors, Inc

2010 - Present (14 years)

Cornerstone College Resources

1995 - Present (29 years)

Cornerstone Resources

Disclosures

Please visit the SEC profile of Mohamed Elkordy 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

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

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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