Carolyn C Conover
Investment adviser representative at Davis, Davis and Conover Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$144.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Davis, Davis and Conover Wealth Management, LLCJan 2017 to now
- Tbh Advisors, LLCOct 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TN).
Davis, Davis and Conover Wealth Management, LLC
$144.9MAssets managed
186Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5196155
- Firm CRD
- 286575