Verified
David Conley is a financial advisor with LPL Financial LLC. David Conley has been a financial advisor for over 25 years and holds the Series 6, 7, 63, and 65 licenses as well as the SIE certification. David Conley has a proven track record of success in helping individuals and families achieve their financial goals. David Conley is committed to providing personalized service and guidance to his clients. He is a registered investment advisor in Ohio and South Carolina. David Conley also provides investment related tax preparation, accounting, and CPA services through MFG Tax Service.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
08/29/2019 - Present
LPL Financial LLC (MAULDIN SC)
SC
08/01/2008 - 07/31/2019
NATIONWIDE SECURITIES, LLC (SIMPSONVILLE SC)
SC
01/03/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (FOUNTAIN INN SC)
SC
07/06/2000 - 12/31/2006
ING FINANCIAL PARTNERS, INC. (SIMPSONVILLE SC)
FL
02/12/1997 - 07/07/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MO
09/06/1995 - 02/18/1997
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
CA
12/05/1994 - 08/30/1995
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 10/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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