![Conner Pendley, financial advisor Seal Beach CA](/img/ws/profile-blank-sq.png)
Conner Pendley (CRD# 7365361) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
![Richard Jensen, financial advisor Seal Beach CA](/img/ws/profile-blank-sq.png)
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Westlake, TX | Jan 2022 - Current | 2 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2021 - Dec 2021 | < 1 |
Northwestern Mutual Investment Services LLC | Santa Monica, CA | May 2021 - Dec 2021 | < 1 |
Hotel Angeleno | Los Angeles, CA | Sep 2018 - Apr 2021 | 2 |
Courtyard Marriott | Pasadena, CA | Jan 2012 - Sep 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2022 |
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, 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, VT, WA, WI, WV, WY
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