David
Conard

First Advisors National, LLC

CRD#4059459
Investment Advisor
in Henderson, NV

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About this Advisor

David Conard is a financial advisor based in Henderson, Nevada, working with First Advisors National, LLC. David has previously held positions at Harvest Investment Services, Uber Technologies, Planmember Securities Corporation, David W. Conard (Self Employed), First Advisors National, LLC, Uber, First Advisors National, and Bms Financial, Insurance And Tax Services. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada. Currently, David is part of First Advisors National, LLC, which operates out of Henderson, Nevada. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

Henderson, NV

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

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

70

NV Average: 58
Total Number of Accounts

4,892

NV Average: 1,608
Average Account Size

$91,633

NV Average: $2,220,225

Investment Advisory Services

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

David Conard Work History

2021 - Present (3 years)

Planmember Securities Corporation

2021 - Present (3 years)

First Advisors National, LLC

2021 - Present (3 years)

Uber

2021 - Present (3 years)

Bms Financial, Insurance And Tax Services

1999 - Present (25 years)

David W. Conard (Self Employed)

2016 - 2021 (5 years)

First Advisors National

2015 - 2020 (5 years)

Uber Technologies

2012 - 2016 (4 years)

Harvest Investment Services

Disclosures

Please visit the SEC profile of David Conard 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

Elwood Chambers
Crossville, TN
William Goaslind
Phoenux, AZ
Brendan Houlihan
Palos Heights, IL
Michael Schessler
Chicago, IL
Jeremy Vaught
Apache Junction, AZ
Joseph Maggiore
Virginia Beach, VA
George Nickels
Flowery Branch, GA
Teresa Young
Hoffman Estates, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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