William Connell (CRD# 2378217) is an Investment Advisor Representative working at Lpl Financial LLC in Livonia, MI and has over 30 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Livonia, MI | Jul 2021 - Current | 2 |
Life Guide Financial Consultants (dba) | Livonia, MI | Dec 2016 - Jul 2021 | 4 |
Various Insurance Carriers For W&r Insurance Agencies | West Bloomfield, MI | May 2016 - Jul 2021 | 5 |
Waddell & Reed, Inc. | Livonia, MI | May 2016 - Jul 2021 | 5 |
Michigan Opera Theater | Detroit, MI | Sep 2015 - Jul 2021 | 5 |
Plymouth Advisory Group, Ltd | Livonia, MI | May 2015 - Jul 2021 | 6 |
Schoolcraft College | Livonia, MI | Jan 2004 - Jul 2021 | 17 |
Living Abundant Life Ministries | Rochester Hills, MI | Aug 2015 - Mar 2018 | 2 |
Wunderlich Securities | Livonia, MI | Nov 2008 - May 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1993 |
S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
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