Connie Cebula, financial advisor Oak Brook IL
93 score

Connie Cebula

CRD Number: 3177056
Current Firm: Lockwood Advisors Inc.

Connie Cebula (CRD# 3177056) is an Investment Advisor Representative working at Lockwood Advisors Inc. in Oak Brook, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Pershing LLC Oakbrook, IL Aug 2012 - Current 4
Lockwood Advisors Inc. Oak Brook, IL Aug 2012 - Current 4
Genworth Financial Securities Corp. Schaumburg, IL May 2005 - Aug 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Connie C. Cebula
Phone Number: 484-801-8100
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,954
    MILLIONS
  • Total Number of Accounts
    37,342
    ACCOUNTS
  • Average Account Value
    $159,436
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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