Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Conard is a financial advisor with over 20 years of experience in the industry. David currently works for First Advisors National, LLC. David Conard is registered with the state of Nevada as an Investment Advisor Representative (IAR). David's experience includes working with a variety of financial institutions, including CUNA Brokerage Services, Inc., Chase Investment Services Corp., World Equity Group, Inc., Morgan Peabody, Inc., National Planning Corporation, Nationwide Investment Services Corporation, and BANC One Securities Corporation. David has also worked as an insurance agent and a rideshare driver. David specializes in retirement planning, financial planning, and selection of other advisors. David offers a variety of services to individual investors, including retirement planning consultations, financial planning, portfolio management, and investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
NV
11/02/2021 - Present
First Advisors National, LLC (Henderson NV)
IN
01/21/2011 - 12/02/2011
CUNA BROKERAGE SERVICES, INC. (ST JOHN IN)
IL
11/18/2009 - 11/19/2010
CHASE INVESTMENT SERVICES CORP. (LANSING IL)
IL
05/30/2006 - 11/06/2009
WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)
CA
02/10/2006 - 06/12/2006
MORGAN PEABODY, INC. (SHERMAN OAKS CA)
CA
01/20/2005 - 03/01/2006
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
OH
04/25/2000 - 11/04/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
11/15/1999 - 04/20/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 01/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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