GC

Gary Earl Conley

53 Years of Experience

Firm Information

Compensation
Commission-BasedFixed/Hourly
Number of Advisors
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Hourly Rate:$90 - $250/hr

Conley Capital Group offers investment advisory services for hourly charges, fixed fees, and commissions. The hourly charge for advisory services is $250.00 and administrative fees are billed at $90.00 per hour; fees are negotiable. Clients may incur brokerage and other transaction costs. Gary Conley sells securities products for commission-based compensation. Conley Capital Group may receive a solicitor’s/referral fee for referring clients to third-party money managers.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1600 Valley River Dr, Ste. 385, Eugene, OR, 97401

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2024
Closed-No Action
Customer Dispute
November 2020
Settled
Other Business ActivitiesSells Insurance

Gary is the president of The Conley Capital Group Incorporated, a registered investment advisor, dedicating nearly full-time hours to supervision, portfolio management, and fixed/variable insurance products. He is also a board member and stockholder of IFWIZARD Corporation, a tech start-up, and the owner/treasurer of PRN SANE, LLC, a sexual assault consulting business, but spends no time on the latter.

Employment History
Current Registrations
Conley Capital Group
March 2011 - Present · 14 yrs 10 mos
American Investors Company Broker
March 1996 - Present · 29 yrs 10 mos
Previous Registrations
Bts Asset Management, INC.
March 2002 - November 2017 · 15 yrs 8 mos
Associated Securities CORP.Broker
October 1995 - December 2005 · 10 yrs 2 mos
Associated Securities CORP.Broker
September 1990 - August 1995 · 4 yrs 11 mos
Wedbush Morgan Securities INC. Broker
February 1974 - September 1990 · 16 yrs 7 mos
Dupont Walston, IncorporatedBroker
July 1973 - September 1975 · 2 yrs 2 mos
Dupont Glore Forgan IncorporatedBroker
June 1973 - July 1973 · 1 mo
Dean Witter & CO. IncorporatedBroker
December 1971 - July 1973 · 1 yr 7 mos
State Registrations8 states
AZCAMTNCNVORTNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.