Conner Rehage (CRD# 6124679) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Santa Barbara, CA and has over 11 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbor Hills Inc. | Santa Barbara, CA | Feb 2021 - Current | 3 |
| Harbor Hills Insurance Services | Montecito, CA | Oct 2019 - Current | 4 |
| Changepath, LLC | Leawood, KS | Oct 2020 - Apr 2021 | < 1 |
| Partnervest Advisory Services | Santa Barbara, CA | Jan 2016 - Nov 2020 | 4 |
| Sorrento Pacific Financial, LLC | San Diego, CA | Jan 2015 - Dec 2018 | 3 |
| Edward Jones Investments | Montecito, CA | Oct 2012 - Jan 2016 | 3 |
| Edward Jones | Tempe, AZ | Oct 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management80MILLIONS
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Total Number of Accounts224ACCOUNTS
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Average Account Value$357,143
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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