Conor
Ussery
Pensionmark Financial Group, LLC
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About this Advisor
Conor Ussery is a financial advisor working out of New York, New York with a total of 2 years of relevant experience. Ussery is currently employed by Pensionmark Financial Group, LLC. The advisor has gained experience at Pensionmark Financial Group, LLC, Clemson University, Medalist Capital, Trump National Golf Course and N/A. Ussery has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in New Jersey. Pensionmark Financial Group, LLC is a registered investment business based in Santa Barbara, CA. It has offices in 59 locations and a total of 244 advisors. It administers $27 billion in assets under management between its 7,380 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 142 charities and foundations. Of its 7,380 customer accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets. Pensionmark Financial Group, LLC has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice vary depending on the services. Fee types billed by Pensionmark Financial Group, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Conor Ussery Work History
Conor has been registered as a financial advisor for 2 years.*
Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC
Clemson University
Medalist Capital
Clemson University
Pensionmark Financial Group, LLC
Trump National Golf Course
N/A
*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 Conor Ussery 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 Pensionmark Financial Group, LLC
Madison, WI
South Burlington, VT
San Mateo, CA
Brentwood, TN
Fort Mill, SC
San Antonio, TX
Los Angeles, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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