Conor
Clougherty
Guardian Wealth Advisors, LLC
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About this Advisor
Conor Clougherty is a financial advisor operating out of Raleigh, North Carolina with 3 years of industry experience. Clougherty is currently employed by Guardian Wealth Advisors, LLC. Their career trajectory has included roles at Honig'S Mid-Atlantic, Atlantic Coast Conference, Gordon Asset Management, LLC, Aptus Capital Advisors, LLC, North State Bank and Guardian Wealth Advisors, LLC. Clougherty maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in North Carolina. Guardian Wealth Advisors, LLC is a financial advisory firm operating out of Raleigh, NC. The investment advisory business has offices in 11 locations and a total of 39 financial advisors. It oversees $1 billion in assets between its 3,119 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 3,119 accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in investable assets. Guardian Wealth Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules are based on which services are offered. Fees charged by Guardian Wealth Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Guardian Wealth Advisors, LLC Brokerage Details
$1,350,674,710
39
3,119
$433,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Conor Clougherty Work History
Conor has been registered as a financial advisor for 3 years.*
Guardian Wealth Advisors, LLC
North State Bank
Atlantic Coast Conference
Aptus Capital Advisors, LLC
Gordon Asset Management, LLC
Honig'S Mid-Atlantic
*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 Clougherty 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 Guardian Wealth Advisors, LLC
Raleigh, NC
Raleigh, NC
Johnson City, TN
Raleigh, NC
Raleigh, NC
Danvers, MA
Danvers, MA
Raleigh, NC
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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