Bethany Conrad is a registered investment advisor, based in Owensboro, KY, with 14 years of industry experience.
Location
Owensboro, KY
Get directionsHistory
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
Bethany is an independent marketing executive for The Wellness Company/Melaleuca, which offers non-toxic household supplies. She enrolls friends and family to receive discounts, dedicating minimal time to this activity.
Employment History
Current Registrations
Truist Investment Services, INC.
April 2022 - Present · 4 yrs 1 mo
Truist Advisory Services, INC.
April 2022 - Present · 4 yrs 1 mo
Truist Investment Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fifth Third Securities, INC.
September 2016 - April 2022 · 5 yrs 7 mos
Fifth Third Securities, INC.Broker
August 2016 - April 2022 · 5 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
June 2011 - July 2016 · 5 yrs 1 mo
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.