Conover Securities Corporation

Conover Securities Corporation (CRD# 17129) is a financial advisory firm headquartered in Bellevue, WA. They manage $14,371,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $14,371,000
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 - 6 of 6 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
Cathie J. Arthurs
CRD#: 5073528
155 108th Ave Ne, Suite 725, Bellevue, WA 98004
93
Wealthminder
score

Cathie Arthurs (CRD# 5073528) is an Investment Advisor Representative working at Conover Securities Corporation in Bellevue, WA and has over 11 years of experience in the finance industry.

3
Ali R. Boop-Nilsen
CRD#: 4773876
155 108th Ave Ne, Suite 725, Bellevue, WA 98004
93
Wealthminder
score

Ali Boop-Nilsen (CRD# 4773876) is an Investment Advisor Representative working at Conover Securities Corporation in Bellevue, WA and has over 6 years of experience in the finance industry.

4
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.

5
Christi M. Bell
CRD#: 6339239
155 108th Ave Ne, Suite 725, Bellevue, WA 98004
88
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.

6
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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.