Connie PearsonCRD Number: 4256942
Current Firm: Values First Advisors, Inc.
Connie Pearson (CRD# 4256942) is an Investment Advisor Representative working at Values First Advisors, Inc. in De Soto, KS and has over 19 years of experience in the finance industry.
Financial Partners Group, Inc.
Cambridge Investment Research Advisors, Inc.
Mariner Wealth Advisors
|Values First Advisors, Inc.||Gray, TN||Jul 2010 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2001|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Total Assets Under Management124MILLIONS
Total Number of Accounts1,301ACCOUNTS
Average Account Value$95,149
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, FL, GA, IA, IL, KS, KY, LA, MI, MO, MS, NC, NY, OH, OK, PA, TN, TX, VA
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