Vicki McConnell (CRD# 2113262) is an Investment Advisor Representative working at Mcconnell Financial Advisors in Boise, ID and has over 33 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcconnell Financial Advisors, LLC | Boise, ID | Jan 2015 - Current | 9 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2015 - Current | 9 |
| Mcconnell Financial Advisors, LLC | Boise, ID | Sep 2013 - Current | 10 |
| Berthel Fisher & Company Financial Services Inc. | Boise, ID | Jan 2011 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- ID
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts131ACCOUNTS
-
Average Account Value$490,032
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
ID
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.