DW
DW

David Wayne Wyrick

13 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

Madison, AL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David is an independent contractor for Cornerstone Senior Services, providing financial services, primarily long-term care, insurance, and annuities. This activity takes nearly full-time hours.

Employment History
Current Registrations
First Advisors National, LLC
February 2013 - Present · 13 yrs
Previous Registrations
Cherry Investment Advisors, LTD.
February 2012 - December 2012 · 10 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.