Cassie Conley (CRD# 7390008) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Cookeville, TN and has 1 year of experience in the finance industry.
CRD# 3130834
Robert W. Baird & Company Incorporated
CRD# 6330039
Raymond James Financial Services Advisors, Inc.
CRD# 3145573
Compass Advisory Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Nicolaus | Cookeville, TN | May 2021 - Current | 3 |
| Magnolia James Bridal | Cookeville, TN | Jul 2021 - Nov 2021 | < 1 |
| Young Life | Cookeville, TN | Jun 2019 - May 2021 | 1 |
| Tennessee Tech University | Cookeville, TN | Aug 2010 - May 2021 | 10 |
| Young Life | Starkville, MS | Aug 2017 - Jun 2019 | 1 |
| Kohls | Cookeville, TN | Mar 2015 - Jan 2016 | < 1 |
| Cheek Insurance | Sparta, TN | Sep 2014 - Jan 2015 | < 1 |
| Chick Fil A | Cookeville, TN | Sep 2012 - Nov 2014 | 2 |
| Echo Valley Pool | Cookeville, TN | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- TN
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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