Carolyn Conover (CRD# 5196155) is an Investment Advisor Representative working at Davis, Davis And Conover Wealth Management, LLC in Nashville, TN and has over 13 years of experience in the finance industry. Carolyn Conover 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# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Davis, Davis And Conover Wealth Management, LLC | Nashville, TN | Jan 2017 - Current | 7 |
Tbh Advisors, LLC | Brentwood, TN | Oct 2016 - Apr 2017 | < 1 |
Ubs Financial Services | Nashville, TN | Jul 2008 - Oct 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- TN
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Total Assets Under Management156MILLIONS
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Total Number of Accounts528ACCOUNTS
-
Average Account Value$295,515
- 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
AL, FL, NH, TN, TX
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