Conover Securities Corporation

Conover Securities Corporation (CRD# 17129) is a financial advisory firm headquartered in Bellevue, WA. They manage $29,450,158 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $4,207,165
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.

WA

Financial Advisors at Conover Securities Corporation
Showing 1 - 5 of 5 top financial advisors.
1
Daintry N. Price
CRD#: 1692616
155 108th Ave Ne, Suite 725, Bellevue, WA 98004
96
Wealthminder
score

Daintry Price (CRD# 1692616) is an Investment Advisor Representative working at Conover Securities Corporation in Bellevue, WA and has over 30 years of experience in the finance industry. Daintry Price 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.

2
Todd A. Juenger
CRD#: 2528095
155 108th Ave Ne, Suite 725, Bellevue, WA 98004
93
Wealthminder
score

Todd Juenger (CRD# 2528095) is an Investment Advisor Representative working at Conover Securities Corporation in Bellevue, WA and has over 23 years of experience in the finance industry.

3
Jon H. Tribbel
CRD#: 3078656
155 108th Ave Ne, Suite 725, Bellevue, WA 98004
93
Wealthminder
score

Jon Tribbel (CRD# 3078656) is an Investment Advisor Representative working at Conover Securities Corporation in Bellevue, WA and has over 18 years of experience in the finance industry.

4
Christi M. Bell
CRD#: 6339239
155 108th Ave Ne, Suite 725, Bellevue, WA 98004
90
Wealthminder
score

Christi Bell (CRD# 6339239) is an Investment Advisor Representative working at Conover Securities Corporation in Bellevue, WA and has over 3 years of experience in the finance industry.

5
Thomas G. Justice
CRD#: 2786145
155 108th Ave Ne, Suite 725, Bellevue, WA 98004
81
Wealthminder
score

Thomas Justice (CRD# 2786145) is an Investment Advisor Representative working at Conover Securities Corporation in Bellevue, WA and has over 21 years of experience in the finance industry.

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