David W Conard
Investment adviser representative at First Advisors National, LLC
27 yearsExperience
1 stateRegistered in
$505.9MFirm assets
13 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- First Advisors National, LLCOct 2021 to now
- UberFeb 2021 to now
- Bms Financial, Insurance and Tax ServicesJan 2021 to now
- Planmember Securities CorporationJan 2021 to now
- David W. Conard (self Employed)Jan 1999 to now
- First Advisors NationalNov 2016 to Jan 2021
- Uber TechnologiesMay 2015 to Dec 2020
- Harvest Investment ServicesApr 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NV).
First Advisors National, LLC
$505.9MAssets managed
4,858Clients
79Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4059459
- Firm CRD
- 166212