Cona Investment Advisors, LLC

Cona Investment Advisors, LLC (CRD# 154483) is a financial advisory firm headquartered in La Verne, CA. They manage $3,700,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $105,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MO

Financial Advisors at Cona Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kelly A. Dunnahoo
CRD#: 4831934
2120 Foothill Blvd., Ste. 203, La Verne, CA 91750
93
Wealthminder
score

Kelly Dunnahoo (CRD# 4831934) is an Investment Advisor Representative working at Cona Investment Advisors, LLC in La Verne, CA and has over 12 years of experience in the finance industry.

2
Richard C. Eddy
CRD#: 4962972
2120 Foothill Blvd., Ste. 203, La Verne, CA 91750
93
Wealthminder
score

Richard Eddy (CRD# 4962972) is an Investment Advisor Representative working at Cona Investment Advisors, LLC in La Verne, CA and has over 11 years of experience in the finance industry.

3
Kelly T. Landry
CRD#: 3236663
2120 Foothill Blvd., Ste. 203, La Verne, CA 91750
81
Wealthminder
score

Kelly Landry (CRD# 3236663) is an Investment Advisor Representative working at Cona Investment Advisors, LLC in La Verne, CA and has over 17 years of experience in the finance industry.

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