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Guy Conger is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:
Guy Conger is licensed to sell and/or discuss insurance products only to residents of the states listed below:
Since beginning his career in Money Management Guy has received the designations of Registered Financial Consultant (RFC) and Certified Financial Educator (CFE).
Guy has 15 years of experience in the financial services industry.
Services Offered: Fee Advisory, Financial Planning, Portfolio Management and Risk Management.
Professional Licenses: Series 7, Series 66, Series 63, Series 22, Group 1 Life
Publications: Personal Money Management (self-published) Contributing Columnist- Wiseradvisor.com
Licensed securities broker.
Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Options, REITs
Alamo Financial Group
Guy Conger joined Money Concepts 11 years ago in 2002. As a co-founder of ALAMO FINANCIAL GROUP through Money Concepts Capital Corp., he leads a unique team of intelligent and creative financial advisors and professionals. We specifically consult with entrepreneurs, executives and physicians to show them how
to use the “restricted” areas of the tax code to build wealth in a tax diverse manner. Additionally, we advise wealthy baby-boomers and retirees on strategies that aim to maximize their cash flow and minimize their tax burden. Upon solving their income needs, we then work to leverage their wealth and pass it to the next generation or to put a mark on their community. Through state of the art technology platforms, we are able to help clients aggregate and organize all of their assets, liabilities and important documents in a private and secure location. Utilizing both technology and strong personal relationships, we collaborate with our clients to help them navigate through the rewards of wealth and track their assets versus their goals. Through sound processes, we practice Intelligent Financial Planning by implementing and executing strategies designed to help protect and grow our client’s wealth.
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