Christopher Conness, financial advisor Fort Lauderdale FL

Christopher Conness

CRD Number: 4778193
Current Firm: Global Financial Private Capital, Inc.
Compensation Model: Fee Only

Christopher Conness (CRD# 4778193) is an Investment Advisor Representative working at Global Wealth Managment in Fort Lauderdale, FL and has over 11 years of experience in the finance industry.

 

Investment Advisor Representative & Registered Representative, Author and South Florida native C. Grant Conness services South Florida individuals and families whom he assists with retirement and estate planning aspirations. Mr. Conness brings a high degree of trust, integrity and service in working with his clients. His dedication has earned him the respect of the South Florida community of which he has been a part for over 30 years.

 

Mr. Conness is the Co-host of the financial radio show the “Road to Retirement Income Show” on 610 WIOD and iheartradio, an accredited course instructor with the Florida Bar on 1031 Exchanges, and co-author of the book “Ultimate Success Guide” in which he coauthored with Best Selling Author, Brian Tracy. He has been featured and quoted in major publications such as The Wall Street Journal, USA Today, and Newsweek and has appeared on major television networks such as NBC, ABC, CBS and FOX as a distinguished investment advisor in his field.

 

Mr. Conness attended The University of Findlay, OH where he was a member of the National Championship Football Team and he holds a Bachelors of Business Administration from Florida Atlantic University.

 

Grant currently resides in Fort Lauderdale with his wife Jessica and four children. He is a passionate sports fan and enjoys boating, surfing, paddleboarding, and spending quality time with his family.

CONTACT
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Advice And Planning Services
Company Name Location Dates Years
Gf Investment Services, LLC Sarasota, FL Nov 2009 - Current 11
Global Financial Private Capital Sarasota, FL Nov 2009 - Current 11
Pacific West Securities, Inc. Renton, WA Feb 2008 - Nov 2009 1
Costa Financial Securities Hollywood, FL Apr 2006 - Feb 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2004
S65 NASAA Investment Advisors Law Examination Oct 2010
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher G. Conness
Phone Number: 800-220-0614
Firm Website: http://www.gf-pc.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    2,288
    MILLIONS
  • Total Number of Accounts
    19,705
    ACCOUNTS
  • Average Account Value
    $116,110
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Securities offered through: GF Investment Services, LLC Member FINRA/SIPC. 501 North Cattlemen Road Suite 106 Sarasota, FL 34232 (941) 441-1902. Investment advisory services offered on a fee basis through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

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