Hoyt ConnellCRD Number: 864225
Current Firm: Lockton Investment Advisors, LLC
Hoyt Connell (CRD# 864225) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Mclean, VA and has over 10 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Lockton Companies, LLC||Mclean, VA||Feb 2016 - Current||2|
|Lockton Financial Advisors||Mclean, VA||Feb 2016 - Current||2|
|Lockton Investment Advisors, LLC||Kansas City, MO||Sep 2007 - Current||10|
|Lockton Financial Advisors, LLC||Kansas City, MO||Jul 2008 - Feb 2016||7|
|Lockton Companies, LLC||Washington, DC||Dec 2005 - Feb 2016||10|
|Aig Financial Advisors, Inc.||Washington, DC||Mar 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Pension consulting services
AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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