Conard Terrell is a registered investment advisor, based in Oklahoma City, OK, with 19 years of industry experience.
Location
3404 NW 135th St, Oklahoma City, OK, 73120-4009
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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
Conard operates under the DBA Redstone Wealth Management.
Employment History
Current Registrations
Peak Brokerage Services, LLC
November 2021 - Present · 4 yrs 6 mos
Peak Brokerage Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Redstone Wealth Management, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLC
April 2021 - December 2021 · 8 mos
LPL Financial LLCBroker
October 2018 - December 2021 · 3 yrs 2 mos
LPL Financial LLC
October 2018 - April 2021 · 2 yrs 6 mos
AXA Advisors, LLC
November 2010 - October 2018 · 7 yrs 11 mos
AXA Advisors, LLCBroker
November 2010 - October 2018 · 7 yrs 11 mos
Arvest Asset Management
August 2008 - October 2010 · 2 yrs 2 mos
Arvest Asset ManagementBroker
August 2008 - October 2010 · 2 yrs 2 mos
UBS Financial Services INC.
January 2007 - August 2008 · 1 yr 7 mos
UBS Financial Services INC.Broker
December 2006 - August 2008 · 1 yr 8 mos
State Registrations2 states
OKTX
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.