Broker/Dealer for Investment Advisors, Credit Union and Banks

Albert G. Conover II
Financial Consultant
Located at Provident Credit Union
490 N. Camino Real
Belmont, CA 94002
Map to My Office

Phone: 650.610.9311
Fax: 650.610.0333
Email Albert Conover II

Al has been advising clients on their financial future for almost 20 years. He covers all areas of financial planning specializing in: retirement planning, investment strategies, college savings plans, estate planning, and long term care planning. Al enjoys conducting investment seminars to Provident Credit Union member groups. He is located in the San Francisco bay area.

Education:

Al is a graduate of San Jose State University with a degree in social sciences

Career Highlights:

Al worked for 18 years marketing petroleum products in the oil industry.

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NOT NCUA/NCUSIF INSURED • NOT GUARANTEED BY THE CREDIT UNION
NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE

CUE Financial Group Inc., is not an affiliate of any Credit Union. CUE Financial Group, Inc. is a SEC registered broker/dealer, member of FINRA & SIPC and a SEC registered investment advisor. Securities and insurance products offered by CUE are not deposits at any Credit Union and are not insured by any government agency. Investment products are subject to investment risks including possible loss of principal. CUE may receive commissions in connection with insurance or securities transactions conducted through it.

CUE is an independent broker/dealer not owned by a bank, credit union, insurance company or other financial institution. As an independent broker/dealer we have no proprietary products and we rely upon a multitude of third party product manufacturers to provide the products we offer. CUE receives only the sales commission, trailing commissions, or fees as disclosed in the investment prospectus provided by the third parties. We receive no special or additional compensation in any form from these third parties for the sale of their products. All third parties are offered an opportunity to participate at CUE's annual conference and CUE receives some remuneration that is used to help defray some of the conference expenses.

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