Richard ConnollyCRD Number: 1043407
Current Firm: Valmark Advisers, Inc.
Richard Connolly (CRD# 1043407) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Columbus, OH and has over 18 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Valmark Securities, Inc.||Columbus, OH||Nov 1997 - Current||20|
|Richard E Connolly & Associates Inc.||Columbus, OH||May 1985 - Current||32|
|Minnesota Mutual Life||St Paul, MN||Oct 1980 - Current||37|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1999|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- 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 investment companies (as well as "business development 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, VT, WA, WI, WV