Brian ConeenyCRD Number: 3039091
Current Firm: Commonwealth Financial Network
Brian Coneeny (CRD# 3039091) is an Investment Advisor Representative working at Commonwealth Financial Network in Nashua, NH and has over 24 years of experience in the finance industry. Brian Coneeny 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.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Commonwealth Financial Network||Waltham, MA||May 2015 - Current||7|
|Coneeny Investment Management||Nashua, NH||Mar 2005 - Current||17|
|Linsco/private Ledger Corp.||Nashua, NH||Apr 2000 - May 2015||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2000|
Total Assets Under Management161,853MILLIONS
Total Number of Accounts540,172ACCOUNTS
Average Account Value$299,632
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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