Conley Menard
Conley Menard is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 3 years of industry experience. Conley 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
Firm Size
IM Fee
Assets Under Management
Location
9191 Siegen Ln Bldg 6 Ste B, Baton Rouge, LA, 70810
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Regulatory History
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 ActivitiesSells Insurance
Conley works as an administrator for Menard Financial Group, assisting agents with organization and data entry, dedicating a full-time commitment. Conley is also an insurance agent selling life, disability, fixed annuities, and long-term care, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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