Lindsey Connell
CRD Number: 6216653Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lindsey Connell (CRD# 6216653) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Greenville, SC | May 2020 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville, SC | May 2018 - Current | 5 |
| Burroughs And Chapin | Myrtle Beach, SC | Feb 2018 - May 2018 | < 1 |
| Raymond James And Associates | Columbia, SC | Feb 2017 - Feb 2018 | 1 |
| Wells Fargo Clearing Services, LLC | Columbia, SC | Nov 2016 - Feb 2017 | < 1 |
| Wells Fargo Advisors, LLC | Columbia, SC | Oct 2015 - Nov 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia, SC | Jun 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- SC
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
-
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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