David W. Conard

FIRST ADVISORS NATIONAL

Henderson, NV

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CRD#: 4059459

Professional summary

David W Conard, who also goes by David William Conard, is a registered financial advisor currently at FIRST ADVISORS NATIONAL, LLC located in Henderson, Nevada.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David William Conard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) BMS Financial, Insurance and Tax Services-375 North Stephanie Street, Suite 2212, Bldg 22, Henderson, NV 89014; Investment related; Financial advisory product sales, tax services, insurance (health, life, fixed, FIA annuities) sales & services; Financial Advisor; Start date 1/2021; 140 hrs/mnth & during trading. 2) David W. Conard (self employed)-375 North Stephanie Street, Suite 2212, Bldg 22, Henderson, NV 89014; Investment related; Insurance (health, life, accident, fixed, FIA annuities) sales & services; Insurance Agent; Start date 1/1999; 20 hrs/mnth & during trading. 3)Uber; 1455 Market St. San Francisco CA; start date 2/8/21; rideshare driver; transportation; 64 hrs/mo; 5 hrs/mo during trading; NIR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David W Conard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 2, 2021 - Present

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Henderson, NV

Past

January 21, 2021 - September 16, 2021

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

HENDERSON, NV

Past

November 28, 2016 - January 4, 2021

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Henderson, NV

Past

April 2, 2012 - November 22, 2016

HARVEST INVESTMENT SERVICES, LLC

RIA

CRD#: 159390

OAKBROOK TERRACE, IL

Past

January 24, 2011 - December 2, 2011

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

ST JOHN, IN

Past

January 21, 2011 - December 2, 2011

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

ST JOHN, IN

Past

November 18, 2009 - November 19, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

LANSING, IL

Past

November 18, 2009 - November 19, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LANSING, IL

Past

October 11, 2006 - November 6, 2009

WORLD EQUITY GROUP, INC.

RIA

CRD#: 29087

CHANNAHON, IL

Past

May 30, 2006 - November 6, 2009

WORLD EQUITY GROUP, INC.

CRD#: 29087

SCHAUMBURG, IL

Past

February 10, 2006 - June 12, 2006

MORGAN PEABODY, INC.

CRD#: 38306

SHERMAN OAKS, CA

Past

January 20, 2005 - March 1, 2006

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

April 25, 2000 - November 4, 2004

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

November 15, 1999 - April 20, 2000

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(11/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/4/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/2/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

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Contact information

Main Address

1372 Peachtree Street Ne, Atlanta, GA 30309

Mailing Address

Phone number

+1 (855) 326-7427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAN ADVISORS FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,207
AUM (Assets Under Management)	$ 501,113,212

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David W. Conard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David W Conard's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANMEMBER SECURITIES CORPORATION

FIRST ADVISORS NATIONAL, LLC

HARVEST INVESTMENT SERVICES, LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WORLD EQUITY GROUP, INC.

WORLD EQUITY GROUP, INC.

MORGAN PEABODY, INC.

NATIONAL PLANNING CORPORATION

NATIONWIDE INVESTMENT SERVICES CORPORATION

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

FIRST ADVISORS NATIONAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2006

Series 63

Date: 11/19/1999

Series 7

Date: 6/2/2006

Series 6

Date: 11/12/1999

Current Firm

FIRST ADVISORS NATIONAL, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST ADVISORS NATIONAL, LLC

TRUST BUT VERIFY

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