Carlos Francisco Uriarte
Investment adviser representative at First Advisors National, LLC
15 yearsExperience
1 stateRegistered in
$505.9MFirm assets
13 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- First Advisors National, LLCNov 2024 to now
- Carlos Uriarte Sole ProprietorJan 2022 to now
- Wholehearted Financial Services LLCJul 2020 to now
- Columbia Financial GroupJun 2020 to now
- Bfc Planning, Inc.Mar 2020 to Sep 2021
- Securities Management & Research, Inc.Mar 2020 to Sep 2021
- Primerica Financial SvcsJul 2016 to Mar 2020
- Pfs Investments IncSep 2011 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (AL).
First Advisors National, LLC
$505.9MAssets managed
4,858Clients
79Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5891807
- Firm CRD
- 166212