Unclaimed Profile

Cynthia Lynne Conger

CONGER WEALTH MANAGEMENT·LITTLE ROCK, Arkansas

Series 7, Series 63Clean record41 years registeredCONGER WEALTH MANAGEMENT

2300 ANDOVER COURT, LITTLE ROCK, AR 72227CRD# 1203931Firm CRD# 136382

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cynthia Lynne Conger · LITTLE ROCK, AR

Registration

CRD #1203931 · CONGER WEALTH MANAGEMENT · 41 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONGER WEALTH MANAGEMENT

ADVISORY ALPHA, LLC

Aug 2018 – Aug 2023

Little Rock, AR

CONGER WEALTH MANAGEMENT

Jul 2005 – Aug 2018

LITTLE ROCK, AR

FINANCIAL DECISIONS, INC.

Aug 1999 – Dec 2022

LITTLE ROCK, AR

THE ARKANSAS FINANCIAL GROUP, INC.

May 1985 – Jul 2005

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 24, 1985

Years registered · 41

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONGER WEALTH MANAGEMENT

CRD 136382 · SEC 801-64541

AUM

$48M

Regulatory assets under management

Employees

46 client accounts

Services offered by CONGER WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONGER WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Cynthia Lynne Conger offer?

Cynthia Lynne Conger specializes in Financial Planning, Investment Management.

What are Cynthia Lynne Conger's credentials?

Cynthia Lynne Conger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cynthia Lynne Conger located?

Cynthia Lynne Conger is based in LITTLE ROCK, Arkansas, last registered with CONGER WEALTH MANAGEMENT.

How does Cynthia Lynne Conger charge for services?

Cynthia Lynne Conger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONGER WEALTH MANAGEMENT?

CONGER WEALTH MANAGEMENT has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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