Hoyt Connell, financial advisor Mclean VA
83 score

Hoyt Connell

CRD 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 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lockton Financial Advisors Mclean, VA Feb 2016 - Current < 1
Lockton Companies, LLC Mclean, VA Feb 2016 - Current < 1
Lockton Investment Advisors, LLC Kansas City, MO Sep 2007 - Current 9
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Hoyt J. Connell
Phone Number: 816-960-9000
Firm Website: http://www.lockton.com/
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

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BADGES
83

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