Invested Better
Unclaimed

Unclaimed

Unclaimed

David Wayne Wyrick

First Advisors National, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Wayne Wyrick

David Wayne Wyrick is an investment advisor representative at First Advisors National, LLC, with over 25 years of experience in the financial services industry. David Wyrick holds licenses for securities and investment advice in Alabama. David Wyrick has passed Series 6, 63 and 65 examinations, and has also passed a Series 26. David Wyrick is registered with First Advisors National, LLC in Madison, Alabama. David Wyrick is a registered investment advisor representative with First Advisors National, LLC and has been with the firm since February 2013. Previously, David Wyrick was with First American National Securities, Inc., United Securities Alliance, Inc., and Mariner Financial Services, Inc. David Wyrick specializes in providing financial planning and portfolio management services for individuals and families. David Wyrick also offers retirement planning consultations, and services for selecting other advisers.

Firm Information

David Wyrick is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement planning consultations

Retirement planning consultations

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor/endorsement fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Wyrick’s Registration & Firm History

AL

02/06/2013 - Present

First Advisors National, LLC (MADISON AL)

CO

07/17/1996 - 12/31/1998

UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)

FL

04/07/1994 - 12/31/1994

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

GA

04/27/1984 - 11/29/1990

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

Not sure if David Wayne Wyrick is right for you?

Licenses & Designations

IA

Issued 03/11/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/05/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Wayne Wyrick.
Not sure if David Wayne Wyrick is right for you?