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 with 8 years of relevant experience. Elkordy is an advisor for First Advisors National, LLC. The advisor has gained experience at Cornerstone Resources, Redhawk Wealth Advisors, Inc and Cornerstone College Resources. Elkordy maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. First Advisors National, LLC is a company that has its headquarters in Atlanta, GA. The firm has offices in 60 locations and a total of 63 financial advisors. It administers $350 million in assets under management between its 4,080 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The advisory firm offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which service is provided. However, fee types billed by First Advisors National, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

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

Groton, MA

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$350,351,823

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

63

MA Average: 58
Total Number of Accounts

4,080

MA Average: 1,608
Average Account Size

$85,871

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

Mohamed has been registered as a financial advisor for 8 years.*

2012 - Present (12 years)

Redhawk Wealth Advisors, Inc

2010 - Present (14 years)

Cornerstone College Resources

1995 - Present (29 years)

Cornerstone Resources

*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 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

Peter Crabtree
Libertyville, IL
George Nickels
Flowery Branch, GA
Stuart Hunsicker
Henrico, VA
James Brown
Fairfield, CA
John Shea
Denton, TX
Kathryn Ridge
Greenville, TX
William Goaslind
Phoenux, AZ
Jeffrey Presley
Greer, SC

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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