Unclaimed
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.
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
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)
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
Active
Inactive
Not sure David Wyrick is the right advisor for you? Invested Better is here to help.