Craig Connolly (CRD# 2816098) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 26 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Silver Oak Securities, Inc. | Cincinnati, OH | Feb 2023 - Current | 1 |
United Advisor Group, LLC | Cincinnait, OH | Feb 2023 - Current | 1 |
Thurston Springer Financial | Indianapolis, IN | May 2017 - Feb 2023 | 5 |
Sa Stone Investment Advisors, Inc. | Birmingham, AL | Jan 2015 - Jun 2017 | 2 |
Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Sep 2014 - Jun 2017 | 2 |
Sterne Agee Financial Services, Inc. | Cincinnati, OH | Aug 2006 - Jan 2015 | 8 |
Wrp Investments, Inc. | Youngstown, OH | Aug 2006 - Sep 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 1997 |
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- OH
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Total Assets Under Management579MILLIONS
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Total Number of Accounts5,955ACCOUNTS
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Average Account Value$97,191
- A percentage of assets under your management
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