DC

David W Conard

First Advisors National, LLC
18 Years of Experience
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View SEC Summary

Firm Information

First Advisors National, LLC
Compensation
Fee-Only (AUM)
Number of Advisors
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

The firm charges a maximum annual advisory fee of 1.85% for investment management services. These fees are negotiable. Clients also pay fees charged by custodians (Goldman Sachs and Schwab), mutual funds, ETFs, and third-party money managers. Pontera platform has a separate subscription fee. Retirement plan consulting services are assessed at an annual rate of up to 1%.

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Areas of Practice
Investment ManagementRetirement Planning

Advisor Information

Office location

Henderson, NV

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Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2019
Final
Judgment / Lien
November 2016
Judgment / Lien
February 2013
Judgment / Lien
April 2012
Judgment / Lien
July 2011
Employment Separation After Allegations
November 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is a financial advisor at BMS Financial, Insurance and Tax Services, offering financial advisory products, tax services, and insurance sales, dedicating nearly full-time hours to this role. He also works as an insurance agent and a rideshare driver, spending about 10-20% of his time on insurance sales and minimal time driving during trading hours.

Employment History
Current Registrations
First Advisors National, LLC
November 2021 - Present · 4 yrs 2 mos
Previous Registrations
Planmember Securities Corporation
January 2021 - September 2021 · 8 mos
First Advisors National, LLC
November 2016 - January 2021 · 4 yrs 2 mos
Harvest Investment Services, LLC
April 2012 - November 2016 · 4 yrs 7 mos
CUNA Brokerage Services, INC.
January 2011 - December 2011 · 11 mos
Chase Investment Services CORP.
November 2009 - November 2010 · 1 yr
World Equity Group, INC.
October 2006 - November 2009 · 3 yrs 1 mo
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.