Keith Conley, financial advisor Irvine CA

Keith Conley

CRD Number: 7086123
Current Firm: Wealth Teams Alliance

Keith Conley (CRD# 7086123) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 4 years of experience in the finance industry. Keith Conley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Oct 2019 - Current 4
Mitchell Financial Solutions Placentia, CA Apr 2018 - Current 6
Ohio National Financial Services Cincinnati, OH Apr 2018 - Current 6
Pennsylvania Higher Education Assistance Agency Harrisburg, PA Mar 2013 - Jan 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2019
Contact Info for Keith Conley
Phone Number: 877-282-4768
Registered State(s):
  • CA
  • KS
  • OH
  • OK
  • OR
  • TX
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    912
    ACCOUNTS
  • Average Account Value
    $218,546
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, KS, MN, NM, OH, OK, OR, TX, WA, WI

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