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David Wayne Wyrick

First Advisors National, LLC

Madison, AL

CRD 1243416

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Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RETIREMENT PLANNING CONSULTATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2013-02-06
  • AL RA
    APPROVED
    Since 2013-02-06

Branch Locations

Madison, AL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Senior Services Brentwood TN 06/2006 Present
  • 06/2006 → Present
    Cornerstone Senior Services
    Brentwood, TN
Previous Registrations
  • 2012-02-22 → 2012-12-31
    Institute For Wealth Advisors, Inc.
    Fayetteville, TN
Other Businesses

INDEPENDENT CONTRACTOR FOR CORNERSTONE SENIOR SERVICES, NASHVILLE, TN. PROVIDE ADDITIONAL FINANCIAL SERVICES, PRIMARILY LONG TERM CARE, INSURANCE AND ANNUITIES. APPROXIMATLEY 40 HOURS PER WEEK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-11
S63 Uniform Securities Agent State Law Examination 1994-04-05
  • S65 Uniform Investment Adviser Law Examination
    2010-03-11
  • S63 Uniform Securities Agent State Law Examination
    1994-04-05

View on SEC IAPD

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