Conor
Ussery
Pensionmark Financial Group, LLC
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About this Advisor
Conor Ussery is a financial advisor based in New York, New York, working with Pensionmark Financial Group, LLC. Conor has previously held positions at Pensionmark Financial Group, LLC, Clemson University, Medalist Capital, and Trump National Golf Course. Conor has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Conor is part of Pensionmark Financial Group, LLC, which operates out of New York, New York. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Conor Ussery Work History
Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC
Clemson University
Medalist Capital
Clemson University
Pensionmark Financial Group, LLC
Trump National Golf Course
N/A
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
Santa Barbara, CA
Fayetteville, AR
Alpharetta, GA
Laguna Niguel, CA
Houston, TX
Denver, CO
Pittsford, NY
Gainesville, GA
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