David Conard has been an investment adviser representative at First Advisors National since November 2021, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
David Conard’s longest registration is the current one, 4 years at First Advisors National since 2021. Before joining First Advisors National in 2021, David Conard was registered through Planmember Securities Corporation and Harvest Investment Services, LLC.
- First Advisors National, LLCCurrent– present · 4 yearsHenderson, NV · Adviser representative · Firm CRD 166212
- Planmember Securities Corporation– · under a yearHenderson, NV · Adviser representative · Firm CRD 11869
- Harvest Investment Services, LLC– · 4 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 159390
- Cuna Brokerage Services, Inc.– · under a yearSt John, IN · Adviser representative · Firm CRD 13941
- Chase Investment Services Corp.– · 1 yearLansing, IL · Adviser representative · Firm CRD 25574
- World Equity Group, Inc.– · 3 yearsChannahon, IL · Adviser representative · Firm CRD 29087
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 2 June 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 January 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 November 1999 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David W Conard
- CRD
- 4059459
- Firm
- First Advisors National · CRD 166212
- Office
- Henderson, NV
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does David Conard work?
David Conard is an investment adviser representative registered through First Advisors National, LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is David Conard a financial advisor?
Yes. David Conard has a current investment-adviser registration, through First Advisors National since November 2021.
How many years of experience does David Conard have?
David Conard has 19 years in the financial industry, since July 2007, across 6 adviser firms.
What exams has David Conard passed?
David Conard has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in November 1999.
Where did David Conard work before First Advisors National?
Before First Advisors National, David Conard was registered through Planmember Securities Corporation, January 2021 to September 2021; Harvest Investment Services, LLC, April 2012 to November 2016; Cuna Brokerage Services, Inc., January 2011 to December 2011; Chase Investment Services Corp., November 2009 to November 2010; World Equity Group, Inc., October 2006 to November 2009.
Where is David Conard based?
David Conard’s registered office is in Henderson, NV.
Is David Conard registered with FINRA?
No. David Conard has no current broker registration.
How can I verify David Conard’s record?
Search CRD 4059459 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Conard’s full registration record.
