Robert D. Van Sant

FIRST ADVISORS NATIONAL

Atlanta, GA 30309

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CRD#: 857065

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Van Sant | Bob Vansant | Robert Davis Vansant Jr

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Davis Van Sant JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2013 - Present

FIRST ADVISORS NATIONAL, LLC

Office #1: 1372 Peachtree Street Ne, Atlanta, GA 30309

RIA

CRD#: 166212

Atlanta, GA

Past

June 20, 2011 - January 14, 2013

AVALON INVESTMENT & SECURITIES GROUP, INC.

CRD#: 6281

MUSCLE SHOALS, AL

Past

December 20, 2010 - December 31, 2012

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

DALLAS, TX

Past

September 18, 2007 - June 2, 2009

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

DULUTH, GA

Past

September 6, 2007 - June 2, 2009

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

Past

June 26, 2006 - August 31, 2007

GWN SECURITIES INC.

RIA

CRD#: 128929

SUWANEE, GA

Past

June 15, 2006 - August 31, 2007

GWN SECURITIES INC.

CRD#: 128929

PALM BEACH GARDENS, FL

Past

October 13, 2005 - December 6, 2005

AIM PRIVATE ASSET MANAGEMENT

RIA

CRD#: 109264

HOUSTON, TX

Past

November 30, 1995 - December 6, 2005

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

March 30, 1987 - July 15, 1989

PFS DISTRIBUTORS, INC.

CRD#: 19253

DULUTH, GA

Past

August 15, 1983 - September 15, 1995

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(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

State Security Law Exam

IAR

Series 66

Date: 10/12/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/26/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/21/1983

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 9/11/1978

Registered Representative Examination

Principal/Supervisory Exam

Series 27

Date: 5/19/1984

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/25/1983

General Securities Principal Examination

Current Firm

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

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Contact information

Main Address

1372 Peachtree Street Ne, Atlanta, GA 30309

Mailing Address

Phone number

+1 (855) 326-7427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAN ADVISORS FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,207
AUM (Assets Under Management)	$ 501,113,212

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert D. Van Sant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Davis Van Sant JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVALON INVESTMENT & SECURITIES GROUP, INC.

INSTITUTE FOR WEALTH ADVISORS, INC.

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

GWN SECURITIES INC.

GWN SECURITIES INC.

AIM PRIVATE ASSET MANAGEMENT

INVESCO DISTRIBUTORS, INC.

PFS DISTRIBUTORS, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

FIRST ADVISORS NATIONAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2005

Series 63

Date: 7/26/1983

Series 7

Date: 5/21/1983

Series 1

Date: 9/11/1978

Series 27

Date: 5/19/1984

Series 24

Date: 7/25/1983

Current Firm

FIRST ADVISORS NATIONAL, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST ADVISORS NATIONAL, LLC

TRUST BUT VERIFY

Contact information

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