Gerard McConnell, financial advisor Marlton NJ
93 score

Gerard McConnell

CRD Number: 5513674
Current Firm: Td Ameritrade, Inc.

Gerard McConnell (CRD# 5513674) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Marlton, NJ and has over 8 years of experience in the finance industry.

Similar Advisors
Jeffrey Jones, financial advisor Marlton NJ
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Steven Boorstein, financial advisor Marlton NJ
Steven A. Boorstein
CRD# 3179971
Rockcrest Financial LLC
Score
103
Similar Advisors
Steven Clott, financial advisor Marlton NJ
Steven M. Clott
CRD# 1439761
Dedicated Investment Advisers LLC
Score
103
Company Name Location Dates Years
Td Ameritrade Inc. Marlton, NJ Aug 2014 - Current 2
Girard Capital, LLC King Of Prussia, PA Feb 2013 - Aug 2014 1
Girard Partnters, Ltd King Of Prussia, PA Feb 2013 - Aug 2014 1
Morgan Stanley Smith Barney Bryn Mawr, PA Jun 2009 - Feb 2013 3
Citigroup Global Markets Inc. Bryb Mawr, PA Mar 2008 - Feb 2013 4
Indymac Bank Marlton, NJ Oct 2006 - Feb 2008 1
Meritage Mortgage Corp Jacksonville, FL Mar 2001 - Nov 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Gerard E. McConnell
Phone Number: (800) 669-3900
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Gerard McConnell and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.