Kerry Connell (CRD# 6299882) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 10 years of experience in the finance industry. Kerry Connell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- CT
-
Total Assets Under Management860MILLIONS
-
Total Number of Accounts1,390ACCOUNTS
-
Average Account Value$618,564
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, IL, LA, MA, ME, NE, NH, NJ, NY, PA, VA
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