Connor Seedall (CRD# 6418732) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Dai Securities, LLC | Atlanta, GA | Nov 2023 - Current | < 1 |
Dai Wealth, LLC | Atlanta, GA | Nov 2023 - Current | < 1 |
Arete Wealth Management LLC | Chicago, IL | Oct 2017 - Nov 2023 | 6 |
Arete Wealth Advisors LLC | Chicago, IL | Oct 2017 - Nov 2023 | 6 |
John Galt Wealth Solutions | Lake Oswego, OR | Sep 2016 - Nov 2023 | 7 |
Royal Alliance Associates, Inc. | Portland, OR | Dec 2015 - Sep 2016 | < 1 |
Resource Financial Planning | Portland, OR | Nov 2014 - Sep 2016 | 1 |
Ymca | Eugene, OR | Jan 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
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- AZ
- CA
- MO
- NV
- NY
- OR
- WA
- WI
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts1,073ACCOUNTS
-
Average Account Value$142,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.