David Conard
David Conard is a registered investment advisor at First Advisors National, LLC, based in Henderson, NV, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
Henderson, NV
Get directionsHistory
Regulatory History (6)
Financial
May 2019Judgment / Lien
November 2016Judgment / Lien
February 2013Judgment / Lien
April 2012Judgment / Lien
July 2011Employment Separation After Allegations
November 2010Other 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
Previous Registrations
Planmember Securities Corporation
First Advisors National, LLC
Harvest Investment Services, LLC
CUNA Brokerage Services, INC.
Chase Investment Services CORP.
World Equity Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.