Guy ConnorsCRD Number: 1008292
Current Firm: Strategic Advisers, Inc.
Guy Connors (CRD# 1008292) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Fairlawn, OH and has over 34 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Fedelity Investments||Fairlawn, OH||Jun 2014 - Current||3|
|Pnc Bank||Akron, OH||Oct 2012 - May 2014||1|
|Pnc Investments||Akron, OH||Oct 2012 - May 2014||1|
|Ameriprise Financial Services||Beachwood, OH||Aug 2011 - Oct 2012||1|
|Self Employed||Medina, OH||Apr 2005 - Aug 2011||6|
|Lpl Financial||Akron, OH||Dec 2008 - Oct 2009||< 1|
|Fortune Financial Services Inc.||New Brighton, PA||Jul 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- 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 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)
- Educational seminars/workshops
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, VT, WA, WI, WV