Unclaimed
Conner Paul Covington is a financial advisor currently registered with Vanguard Advisers, Inc. Conner is a Series 63 and 66 licensed advisor, holding both a state and federal license. He has a background in financial services, having previously worked for John Hancock Investment Management and The Vanguard Group, Inc. Conner specializes in financial planning, selecting other advisors, and managing portfolios for individuals and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
09/19/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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