Raymond ConlonCRD Number: 1967047
Current Firm: Edelman Financial Services, LLC
Compensation Model: Both
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Ef Legacy Securities, LLC||Tempe, AZ||Apr 2016 - Current||2|
|Sanders Morris Harris Inc.||Houston, TX||Jan 2015 - Current||3|
|Edelman Financial Services LLC||Fairfax, VA||Jan 2015 - Current||3|
|Raymond Conlon||Chandler, AZ||May 2014 - Dec 2014||< 1|
|Bank Of America, N.a.||Chandler, AZ||May 2013 - Apr 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Apr 2013 - Apr 2014||1|
|Boston Univ Metro College||Boston, MA||Jan 2012 - Mar 2013||1|
|Citigroup Global Markets Inc.||Newport Beach, CA||Oct 2010 - Dec 2011||1|
|Lpl Financial Services||Anaheim, CA||Sep 2008 - Aug 2009||< 1|
|Wells Fargo Home Mortgage||Newport Beach, CA||Apr 2007 - Jun 2008||1|
|Genworth Financial Services||Schaumburg, IL||Oct 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S7||General Securities Representative Examination (GS)||Aug 1989|
|S65||NASAA Investment Advisors Law Examination||Oct 2005|
Total Assets Under Management21,360MILLIONS
Total Number of Accounts85,125ACCOUNTS
Average Account Value$250,931
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
- 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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