David A Kudo
Investment adviser representative at First Advisors National, LLC
14 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
14 years in the industry.
- First Advisors National, LLCApr 2022 to now
- RetiredJan 2021 to now
- W&s Brokerage ServicesJan 2020 to Jan 2021
- Western Southern LifeDec 2019 to Jan 2021
- Self-employedJul 2019 to Dec 2019
- Royal Alliance Associates, Inc.Nov 2018 to Jul 2019
- Jhfn SiiApr 2012 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6057316
- Firm CRD
- 166212