VC
VC

Verna Conway

7 Years of Experience
Paducah, KY
Broker

Verna Conway is a registered investment advisor at Cetera Investment Advisers LLC, based in Paducah, KY, with 7 years of industry experience. Verna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

2400 McCRACKEN BLVD, Paducah, KY, 42001

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Verna is the chairperson of the board for McKendree UMC, meeting quarterly. She also provides operational support to representatives and clients at The Wealth Management Group LLC, dedicating about a quarter of her time, and works as a notary, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2022 - June 2023 · 1 yr 3 mos
U.S. Bancorp Investments, INC.
March 2019 - March 2022 · 3 yrs
U.S. Bancorp Investments, INC.Broker
September 2018 - March 2022 · 3 yrs 6 mos
State Registrations1 state
KY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Verna Conway - Financial Advisor | TrueAdvisor