Eric Thomas Scoggins
CFP®, ChFC®, CLU®Professional Summary
Eric Thomas Scoggins, CFP®, ChFC®, CLU® is a registered financial advisor currently at FIRST ADVISORS NATIONAL, LLC located in Hoschton, Georgia. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Eric has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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KINGSVIEW WEALTH MANAGEMENT, LLC
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Contact Information
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Disclosures on record.
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KINGSVIEW WEALTH MANAGEMENT, LLC
Credentials
Years of Experience
35 years registered in the securities industry
Current & Past Employments
Current
Past
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KINGSVIEW WEALTH MANAGEMENT, LLC
Current Firm
FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC
Contact Information
Main Address
1372 Peachtree Street Ne, Atlanta, GA 30309Phone Number
+1 (855) 326-7427# of Employees
65SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
9,026AUM (Assets Under Management)
$505,872,518Similar Advisors
KINGSVIEW WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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KINGSVIEW WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(4/29/2015)
(10/30/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1991About the Series 6 examSimilar Advisors
KINGSVIEW WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Eric Thomas Scoggins's CRS (Customer Relationship Summary).
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KINGSVIEW WEALTH MANAGEMENT, LLC