David Ermlick
David Ermlick is a registered investment advisor at First Advisors National, LLC, based in Centreville, VA, with 22 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, Retirement Planning. Their firm serves 4,858 clients with $510M 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 up to a maximum of 1.85% per year. Fees exclude transaction fees, account maintenance fees, and administrative costs.
Fee Estimator
Location
14514 Flaff Staff Ct, Centreville, VA, 20121
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2020Judgment / Lien
June 2014Other Business ActivitiesSells Insurance
David is a regional manager at Cornerstone Senior Services since 2008, where he recruits, hires, and trains sales agents and sells insurance products. This activity takes up nearly all of David's time.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
First American National Investment Advisors, LLC
Center Street Securities, INC.Broker
Center Street Advisors, INC.
First American National Investment Advisors, LLC
Cherry Investment Advisors, LTD.
Avalon Investment & Securities Group, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ing Financial Partners, INC.Broker
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.
Exams
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