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David Ermlick

21 Years of Experience
2 DisclosuresSells Insurance

David Ermlick is a registered investment advisor at First Advisors National, LLC, based in Centreville, VA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14514 Flaff Staff Ct, Centreville, VA, 20121

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History

Regulatory History (2)
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Customer Dispute
March 2020
Settled
Judgment / Lien
June 2014
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.

Employment History
Current Registrations
First Advisors National, LLC
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
First American National Investment Advisors, LLC
January 2018 - January 2018 · 0 mos
Center Street Securities, INC.Broker
September 2016 - January 2018 · 1 yr 4 mos
Center Street Advisors, INC.
August 2016 - January 2018 · 1 yr 5 mos
First American National Investment Advisors, LLC
January 2013 - August 2016 · 3 yrs 7 mos
Cherry Investment Advisors, LTD.
February 2012 - January 2013 · 11 mos
Avalon Investment & Securities Group, INC.Broker
January 2012 - December 2014 · 2 yrs 11 mos
MML Investors Services, LLC
November 2007 - January 2012 · 4 yrs 2 mos
MML Investors Services, LLCBroker
August 2005 - January 2012 · 6 yrs 5 mos
Ing Financial Partners, INC.Broker
August 2004 - September 2005 · 1 yr 1 mo
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.