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Michael Marcum

Investment adviser representative at First Advisors National in Kapolei, HI

Investment adviser registrationUpdated

Michael Marcum is an investment adviser representative at First Advisors National, LLC, an investment adviser managing $506M, and works from its Kapolei, HI office. Michael Marcum has been registered through First Advisors National since 13 March 2023, has 3 years in the industry across 1 firm and has passed the Series 7, Series 63, SIE and Series 65.

3
Years in industry
3
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Michael Marcum has been an investment adviser representative at First Advisors National since March 2023, and is not listed among the firm’s executive officers or direct owners.

First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.

  1. – present · 3 years
    Kapolei, HI · Adviser representative · Firm CRD 166212

Credentials and registrations

Investment adviser representative registrations

Michael Marcum is registered as an investment adviser representative in Hawaii, since March 2023.

  • HawaiiSince 13 March 2023

Examinations

Series 6517 July 2021
Name
Uniform Investment Adviser Law Examination
SIE30 May 2021
Name
Securities Industry Essentials Examination
Series 6328 April 1993
Name
Uniform Securities Agent State Law Examination
Series 723 April 1993
Name
General Securities Representative Examination

Key facts

Full name
Michael James Marcum
CRD
2317062
Firm
First Advisors National · CRD 166212
Office
Kapolei, HI
Registration
Investment adviser registration
In the industry since
March 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Michael Marcum work?

Michael Marcum is an investment adviser representative registered through First Advisors National, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Michael Marcum a financial advisor?

Yes. Michael Marcum has a current investment-adviser registration in Hawaii, through First Advisors National since March 2023.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Michael Marcum have?

Michael Marcum has 3 years in the financial industry, since March 2023, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Michael Marcum passed?

Michael Marcum has passed 4 licensing exams: the Series 7, Series 63, SIE and Series 65. The earliest, the Series 7, was passed in April 1993.

Source: IAPD individual record, checked 24 October 2026

Where is Michael Marcum based?

Michael Marcum’s registered office is in Kapolei, HI.

Source: IAPD individual record, checked 24 October 2026

Is Michael Marcum registered with FINRA?

No. Michael Marcum has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Michael Marcum’s record?

Search CRD 2317062 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Marcum’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at First Advisors National

Sources

  1. IAPD individual record, CRD 2317062, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of First Advisors National, LLC, filed 30 March 2026. Executive officers and direct owners; this person is not among them.