Connor McGarvey (CRD# 7423091) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Dallas, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cibc Private Wealth Advisors, Inc. | Dallas, TX | Mar 2021 - Current | 2 |
| Altschuler & Company | Dallas, TX | Aug 2020 - Mar 2021 | < 1 |
| Southern Methodist University | University Park, TX | Aug 2019 - Aug 2020 | 1 |
| Dallas County District Attorney | Dallas, TX | Jun 2019 - Aug 2019 | < 1 |
| Louisiana State University | Baton Rouge, LA | Jun 2016 - Jun 2019 | 3 |
| Us Bankruptcy Court Northern District Of Texas | Dallas, TX | Jun 2018 - Aug 2018 | < 1 |
| Louisiana State University | Baton Rouge, LA | Jan 2018 - May 2018 | < 1 |
| University Of Delaware | Newark, DE | Feb 2016 - Jun 2016 | < 1 |
| University Of Delaware | Newark, DE | Aug 2012 - Jun 2016 | 3 |
| Bdp International | Philadelphia, PA | Jun 2015 - Aug 2015 | < 1 |
| Drd Pool Management Inc. | Hunt Valley, MD | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- TX
-
Total Assets Under Management51,106MILLIONS
-
Total Number of Accounts35,555ACCOUNTS
-
Average Account Value$1,437,378
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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