Connor McNicholas (CRD# 7600186) is an Investment Advisor Representative working at Dillon Capital Management in Ambler, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dillon Capital Management | Ambler, PA | Jul 2022 - Current | 1 |
| Dillon Capital Management | Ambler, PA | Apr 2022 - Current | 2 |
| Parkway Clinical Labs | Bensalem, PA | Nov 2021 - Mar 2022 | < 1 |
| Squires Golf Club | Ambler, PA | Jul 2016 - Nov 2021 | 5 |
| General Healthcare Resources | Plymouth Meeting, PA | Nov 2018 - Oct 2021 | 2 |
| Intercontinental Development | Ottsville, PA | May 2018 - Oct 2018 | < 1 |
| Temple University | Philadelphia, PA | Jun 2016 - May 2018 | 1 |
| Unemployed | Ambler, PA | Jul 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management80MILLIONS
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Total Number of Accounts107ACCOUNTS
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Average Account Value$749,277
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NJ, PA
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