Conor McKenzie (CRD# 6573265) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ligonier, PA and has over 8 years of experience in the finance industry. Conor McKenzie 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.
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 4700067
Trustmont Advisory Group, Inc.
CRD# 6113430
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services, Inc. | Ligonier, PA | Sep 2023 - Current | < 1 |
Raymond James Financial Services Advisors, Inc. | Ligonier, PA | Sep 2023 - Current | < 1 |
Thomas Financial Associates | Lagonier, PA | Sep 2023 - Current | < 1 |
Honor Wealth Planning LLC | Ligonier, PA | Sep 2023 - Current | < 1 |
Janney Montgomery Scott LLC | Ligonier, PA | Sep 2017 - Sep 2023 | 6 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2016 - Aug 2017 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2016 - Aug 2017 | 1 |
Northwestern Mutual Investment Services LLC | Monroeville, PA | Oct 2015 - Aug 2017 | 1 |
Shell Oil And Gas Company | Sewickley, PA | Aug 2012 - Feb 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2016 |
S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- PA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- 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
- 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, VI, VT, WA, WI, WV, WY
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