David Conlon

Financial Service Advisor at Raymond James Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
Muncie, Indiana, United States, IN
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Series 7 Lcense
    -
    Nov, 2009
    - Nov, 2024
  • Series 63 License
    -
    Aug, 1997
    - Nov, 2024
  • Resident Insurance Producer - Accident & Health, Life, Variable Life & Annuities, LTC
    Indiana Department of Insurance
    Oct, 1978
    - Nov, 2024

Experience

  • Raymond James - John Lipaj
    • Financial Services
    • 100 - 200 Employee
    • Financial Service Advisor
      • Nov 2017 - Present

      "Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. White River Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. " "Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. White River Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. "

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Nov 2009 - Present

      I am licensed and registered to conduct business in IN. Based on licenses and registrations I hold, I may also conduct business in OH, TX, VA, KY,SC, FL, IL, NC, TN. I am licensed and registered to conduct business in IN. Based on licenses and registrations I hold, I may also conduct business in OH, TX, VA, KY,SC, FL, IL, NC, TN.

  • City Securities Corporation
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • May 2004 - Nov 2009

  • A.G. Edwards
    • Financial Services
    • 200 - 300 Employee
    • Financial Advisor
      • Jul 1999 - May 2004

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Insurance and Financial Services Specialist
      • Jun 1975 - Jul 1999

Community

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