David Lewis Ermlick

First Advisors National, LLC

21 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

First Advisors National, LLC

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

Location

14514 Flaff Staff Ct, Centreville, VA, 20121

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2020

Settled

Judgment / Lien

June 2014

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David is a regional manager at Cornerstone Senior Services since 2008, where he recruits, hires, and trains sales agents and sells insurance products. This activity takes up nearly all of David's time.