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Paladin Research Report For:

David Conley

Masters Financial Group

106 E. Butler Rd
Suite A
Mauldin, SC 29662
864-862-9269

About David Conley

MFG has been helping Upstate individuals & families pursue their financial goals since 1998.

Our mission is to help you reach your financial goals and experience financial peace. Our Certified Financial Planners help Upstate families prepare for tomorrow while enjoying today. Your future deserves a plan, because your goals are too important to leave to chance.

You wouldn't go on vacation without first planning the trip. You know where you're going, where you'll stay, and what you'll see and do before ever leaving home. Many hours go into deciding how to spend a few weeks each year, yet we often treat our entire financial future as if everything will somehow work out.

Financial Services for Every Step of Your Journey. Whether you want to eliminate debt, save for retirement, or leave a legacy, our experienced advisors can help.

See Disclosures

General Information

Firm Start Year
  • 1994
No. of Employees
  • 5-9

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors - Accounting / Business
  • Liberty
    08/01/1982 -12/12/2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial Member, FINRA/SIPC

Inquire With David