Conor Staples (CRD# 7494436) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Royersford, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Royersford, PA | Jan 2022 - Current | 2 |
| The Pennsylvania State University World Campus | University Park, PA | Jan 2021 - May 2022 | 1 |
| The Yard | Spring City, PA | May 2021 - Aug 2021 | < 1 |
| Unemployed | Phoenixville, PA | Nov 2020 - Jan 2021 | < 1 |
| Tammaro Landscaping And Design | Pottstown, PA | Mar 2019 - Nov 2020 | 1 |
| Unemployed | Phoenixville, PA | Oct 2018 - Mar 2019 | < 1 |
| Upper Dublin Township Police Department | Upper Dublin, PA | Aug 2018 - Oct 2018 | < 1 |
| Spring Valley Ymca | Royersford, PA | Mar 2011 - Aug 2018 | 7 |
| Municipal Police Academy, Montgomery County Community College | Blue Bell, PA | Jan 2018 - Jun 2018 | < 1 |
| The Pennsylvania State University | University Park, PA | Jun 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- PA
- TX
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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