Maegen Conners, financial advisor Eastpoint FL
89 score

Maegen Conners

CRD Number: 6245130
Current Firm: Invest Financial Corporation

Maegen Conners (CRD# 6245130) is an Investment Advisor Representative working at Invest Financial Corporation in Eastpoint, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation East Point, FL Jan 2014 - Current 2
Edward Jones St Louis, MO Sep 2013 - Jan 2014 < 1
Cadence Bank Port St Joe, FL Nov 2010 - Sep 2013 2
Paparazzi Accessories Wewahitchka, FL Jan 2013 - Jul 2013 < 1
Tyndall Federal Credit Union Port St. Joe, FL Jul 2009 - Nov 2010 1
Superior Bank Port St Joe, FL Jul 2007 - Jul 2009 2
Full Time Student Apalachicola, FL May 2004 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Maegen Conners
Phone Number: (813) 880-5300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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