David ConleyCRD Number: 2008881
Current Firm: Edward Jones
David Conley (CRD# 2008881) is an Investment Advisor Representative working at Edward Jones in Muskegon, MI and has over 27 years of experience in the finance industry.
First Financial Advisors Inc.
Waddell & Reed
Securities America Advisors, Inc.
|Edward D. Jones & Company, LP||Muskegon, MI||Jul 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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