Mitchell Conley (CRD# 6641356) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lbmz Securities, Inc. | Chicago, IL | Feb 2020 - Current | 4 |
| Zacks Investment Management | Chicago, IL | Jul 2018 - Current | 5 |
| The Kenrich Group | Chicago, IL | Jun 2017 - May 2018 | < 1 |
| Loyola University Chicago | Chicago, IL | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
| S63 | Uniform Securities State Law Examination | Mar 2020 |
- IL
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Total Assets Under Management8,374MILLIONS
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Total Number of Accounts7,545ACCOUNTS
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Average Account Value$1,109,809
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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