Christopher ConnerCRD Number: 1412824
Current Firm: J. W. Cole Advisors, Inc.
Christopher Conner (CRD# 1412824) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gainesville, FL and has over 17 years of experience in the finance industry. Christopher Conner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Chacon Diaz & Di Virgilio Wealth Management, LLC
Northwestern Mutual Investment Services,llc
J. W. Cole Advisors, Inc.
|J.w. Cole Financial, Inc.||Gainesville, FL||Mar 2006 - Current||11|
|Jonathan Roberts Advisory Group||Gainesville, FL||Mar 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2005|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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 businesses (other than small businesses) or institutional clients
- 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