Kevin  Conley,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin Conley, CFP®

CRPC

Financial Advisor

Doubleday Conley, LLC

3501 N Causeway Blvd, Ste 420
Metairie, LA 70001

Doubleday Conley, LLC

3501 N Causeway Blvd, Suite 420
Metairie, LA 70002
FINANCIAL ADVISOR'S WEBSITE
(504) 481-6219
(504) 832-3006

General

Kevin Conley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Doubleday Conley, LLC in Metairie, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conley Doubleday LLC and Cambridge are not affiliated. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individ

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Business Taxes, Career Change, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Tangible Assets, Long-term Care, Sudden Wealth, Personal Taxes

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