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Alexander Christopher Conaghan

Conaghan Financial Services

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About Alexander Christopher Conaghan

Alexander Conaghan is a registered Investment Advisor Representative with Conaghan Financial Services based in Dublin, California. Alexander Conaghan has been in the industry since April 2012 and has been registered with the state of California since August 2014. Alexander Conaghan is currently registered with the state of California and holds a Series 65 license. Conaghan Financial Services provides financial planning and portfolio management for individuals.

Firm Information

Alexander Conaghan is currently registered with Conaghan Financial Services. Conaghan Financial Services is an investment advisor that provides financial planning and portfolio management services to individuals. The firm manages approximately $207,294 in assets for one client. They also offer consulting services.

$207,294

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Currently do not charge client

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Alexander Conaghan’s Registration & Firm History

CA

08/01/2014 - Present

Conaghan Financial Services (DUBLIN CA)

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Licenses & Designations

IA

Issued 04/17/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Christopher Conaghan.
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