Anthony
Essay
First National Advisers, LLC
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About this Advisor
Anthony Essay is a financial advisor working in Omaha, Nebraska with 1 year of relevant experience. Essay currently works for First National Advisers, LLC. Throughout their career, Essay has worked at Ash Johnson Company, Wells Fargo Private Bank, First National Bank Of Omaha, First National Advisers LLC, Principal Life Insurance Company and Princor Financial Services Corporation. Essay has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska. First National Advisers, LLC is an advisory company operating out of Omaha, NE. The investment advisory business has offices in four locations and a total of 37 financial advisors. It has $2 billion in assets among its 1,794 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 1,794 accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets. First National Advisers, LLC provides a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fee schedules largely vary depending on which services the firm provides the client. Fee types charged by First National Advisers, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First National Advisers, LLC Brokerage Details
$2,420,210,912
37
1,794
$1,349,058
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Anthony Essay Work History
Anthony has been registered as a financial advisor for 1 years.*
First National Advisers LLC
First National Bank Of Omaha
Ash Johnson Company
Wells Fargo Private Bank
Principal Life Insurance Company
Princor Financial Services Corporation
*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 Anthony Essay 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 National Advisers, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
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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