TrueAdvisor
TrueAdvisor
DK
DK

David a Kudo

First Advisors National, LLC
11 Years of Experience
View SEC Summary
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

Villa Park, IL

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
First Advisors National, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
W&s Brokerage Services, INC.
February 2020 - January 2021 · 11 mos
W&s Brokerage Services, INC.Broker
January 2020 - January 2021 · 1 yr
Royal Alliance Associates, INC.Broker
November 2018 - July 2019 · 8 mos
Royal Alliance Associates, INC.
November 2018 - July 2019 · 8 mos
Signator Investors, INC.
April 2018 - November 2018 · 7 mos
Signator Investors, INC.
March 2013 - December 2017 · 4 yrs 9 mos
Signator Investors, INC.Broker
June 2012 - November 2018 · 6 yrs 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.