David Conard (CRD# 4059459) is an Investment Advisor Representative working at First Advisors National, LLC in Henderson, NV and has over 24 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Advisors National, LLC | Atlanta, GA | Oct 2021 - Current | 2 |
| Uber | San Francisco, CA | Feb 2021 - Current | 3 |
| Planmember Securities Corporation | Carpinteria, CA | Jan 2021 - Current | 3 |
| Bms Financial, Insurance And Tax Services | Henderson, NV | Jan 2021 - Current | 3 |
| David W. Conard (self Employed) | Henderson, NV | Jan 1999 - Current | 25 |
| First Advisors National | Atlanta, GA | Nov 2016 - Jan 2021 | 4 |
| Uber Technologies | San Francisco, CA | May 2015 - Dec 2020 | 5 |
| Harvest Investment Services | Oakbrook Terrrace, IL | Apr 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NV
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Total Assets Under Management448MILLIONS
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Total Number of Accounts4,892ACCOUNTS
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Average Account Value$91,633
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