Kyle McConnellCRD Number: 6152705
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kyle McConnell (CRD# 6152705) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 4 years of experience in the finance industry.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Bank Of America, N.a.||Jacksonville, FL||Mar 2013 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jan 2013 - Current||5|
|University Of Arizona||Tucson, AZ||Aug 2012 - Dec 2012||< 1|
|Icy Strait Point Development Company||Hoonah, AK||May 2012 - Aug 2012||< 1|
|University Of Arizona||Tucson, AZ||Aug 2011 - May 2012||< 1|
|Merrill Lynch Wealth Management||Oro Valley, AZ||Jan 2012 - Apr 2012||< 1|
|Alaska Division Of Forestry||Fairbanks, AK||May 2011 - Aug 2011||< 1|
|University Of Arizona||Tucson, AZ||Aug 2010 - May 2011||< 1|
|Alaska Division Of Forestry||Fairbanks, AK||May 2010 - Aug 2010||< 1|
|Pima Community College||Tucson, AZ||Aug 2009 - May 2010||< 1|
|Eielson Afb Summer Hire||Eielson Afb, AK||May 2009 - Aug 2009||< 1|
|Pima Community College||Tucson, AZ||Jan 2009 - May 2009||< 1|
|Norwich University||Northfield, VT||Aug 2008 - Dec 2008||< 1|
|Princess Tours||Fairbanks, AK||May 2008 - Aug 2008||< 1|
|Eielson High School||Eielson Afb, AK||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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