Kevin Conley, financial advisor Metairie LA

Kevin Conley

CRD Number: 5891884
Current Firm: Truwealth Advisors, LLC

Kevin Conley (CRD# 5891884) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 12 years of experience in the finance industry. Kevin 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
Truwealth Advisors, LLC Metairie, LA Apr 2022 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Jan 2017 - Apr 2022 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2017 - Apr 2022 5
Ameriprise Financial Services, Inc. New Orleans, LA Feb 2011 - Jan 2017 5
Self Employed New Orleans, LA May 2009 - Dec 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Kevin R. Conley
Phone Number: 504-779-7799
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    2,106
    MILLIONS
  • Total Number of Accounts
    6,613
    ACCOUNTS
  • Average Account Value
    $318,493
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, FL, GA, IN, KS, KY, LA, MA, MI, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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