David
Wyrick

First Advisors National, LLC

CRD#1243416
Investment Advisor
in Madison, AL

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About this Advisor

David Wyrick is a financial advisor operating in Madison, Alabama with a total of 10 years of relevant experience. Wyrick is currently employed by First Advisors National, LLC. They have been employed by First Advisors National, Llc for their whole career. Wyrick has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama. First Advisors National, LLC is a registered investment firm based in Atlanta, GA. The company has offices in 60 locations and a total of 63 advisors. It oversees $350 million in assets among its 4,080 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules vary depending on which service is offered. Fees billed by First Advisors National, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

Madison, AL

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$350,351,823

AL Average: $3,570,121,308
Total Number of Employees

63

AL Average: 58
Total Number of Accounts

4,080

AL Average: 1,608
Average Account Size

$85,871

AL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

David Wyrick Work History

David has been registered as a financial advisor for 10 years.*

2006 - Present (18 years)

Cornerstone Senior Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Wyrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Advisors National, LLC

Peter Crabtree
Libertyville, IL
George Nickels
Flowery Branch, GA
Stuart Hunsicker
Henrico, VA
Kathryn Ridge
Greenville, TX
James Brown
Fairfield, CA
Jeffrey Presley
Greer, SC
Michael Schessler
Chicago, IL
Robert Van Sant
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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