Robert Davis Van Sant Jr
Professional Summary
Robert Davis Van Sant JR, who also goes by Bob Van Sant, Bob Vansant, Robert Davis Vansant Jr, is a registered financial advisor currently at FIRST ADVISORS NATIONAL, LLC located in Atlanta, Georgia. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 10 firms and has passed the Series 66, Series 63, Series 7, Series 1, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Van Sant, Bob Vansant, Robert Davis Vansant Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
48 years in the financial services industry
Current & Past Employments
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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
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(1/2/2013)
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 1 — Registered Representative Examination
Passed Sep 1978Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Davis Van Sant JR's CRS (Customer Relationship Summary).
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