Allen
Fredericks

First Advisors National, LLC

CRD#6909935
Investment Advisor
in Stephens City, VA

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About this Advisor

Allen Fredericks is a financial advisor operating out of Stephens City, Virginia with a total of 5 years of relevant experience. Fredericks is an advisor for First Advisors National, LLC. They have spent their complete time as a financial advisor at First Advisors National, Llc. Fredericks maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Virginia. First Advisors National, LLC is a financial advisory company headquartered in Atlanta, GA. The firm has offices in 60 locations and a total of 63 people on staff. It controls $350 million in assets under management across its 4,080 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. First Advisors National, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services are provided. Fees charged by First Advisors National, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 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

Stephens City, VA

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$350,351,823

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

63

VA Average: 58
Total Number of Accounts

4,080

VA Average: 1,608
Average Account Size

$85,871

VA Average: $2,220,225

Investment Advisory Services

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

Allen Fredericks Work History

Allen has been registered as a financial advisor for 5 years.*

2012 - Present (12 years)

Fredereicks & Associates

*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 Allen Fredericks 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
Jeffrey Presley
Greer, SC
Michael Schessler
Chicago, IL
David Kudo
Villa Park, IL
John Shea
Denton, TX
James Brown
Fairfield, CA

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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