Connor Dolan (CRD# 4749648) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 19 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Wealth Advisors Dba Fair Street Advisors | Phoenix, AZ | Aug 2019 - Current | 4 |
| Gsb Wealth Management, LLC | Guilford, CT | May 2016 - May 2019 | 3 |
| Guilford Savings Bank | Guilford, CT | Oct 2009 - May 2016 | 6 |
| Infinex Investments, Inc. | Guilford, CT | Oct 2009 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- CT
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Total Assets Under Management4,829MILLIONS
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Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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