Craig
Conley
Secure Asset Management, L.L.C
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About this Advisor
Craig Conley is a financial advisor who works in Troy, Michigan, with 6 years of industry experience. Conley currently works for Secure Asset Management, L.L.C. During their career, the advisor has held roles at Secure Asset Management, L.L.C, Secure Investors Group and Son Light Inc. Conley has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Michigan. Secure Asset Management, L.L.C is a company operating out of Troy, MI. The firm has offices in 15 locations and a total of 37 employees. It oversees $440 million in total assets among its 2,376 accounts, making it one of the larger firms in the country by assets under management. Of its 2,376 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. Secure Asset Management, L.L.C performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. Fee types charged by Secure Asset Management, L.L.C can be comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Secure Asset Management, L.L.C Brokerage Details
$439,981,505
37
2,376
$185,177
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Craig Conley Work History
Craig has been registered as a financial advisor for 6 years.*
Secure Asset Management, L.L.C
Secure Investors Group
Son Light Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Conley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Secure Asset Management, L.L.C
Troy, MI
Bloomfield, MI
Troy, MI
Ladera Ranch, CA
Fort Wayne, IN
Troy, MI
Troy, MI
Troy, MI
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