Paul Connor, financial advisor Oakwood GA

Paul Connor

CRD Number: 5633645
Current Firm: Suntrust Advisory Services, Inc.

Paul Connor (CRD# 5633645) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Oakwood, GA and has over 3 years of experience in the finance industry.

Similar Advisors
Rex Abbott, financial advisor Oakwood GA
Rex E. Abbott
CRD# 1742325
Edward Jones
Similar Advisors
Aleece Ackerman, financial advisor Oakwood GA
Aleece A. Ackerman
CRD# 5890558
Transamerica Financial Advisors, Inc.
Similar Advisors
Britton Adams, financial advisor Oakwood GA
Britton D. Adams
CRD# 4804085
Park Avenue Securities LLC
Company Name Location Dates Years
Suntrust Advisory Services, Inc. Atlanta, GA Feb 2020 - Current < 1
Suntrust Bank Gainesville, GA Apr 2017 - Current 3
Suntrust Investment Services, Inc. Atlanta, GA Apr 2017 - Current 3
Suntrust Bank Oakwood, GA Mar 2014 - Apr 2017 3
Wells Fargo Advisors LLC Grayson, GA May 2009 - Mar 2014 4
Wachovia Bank, N.a. Decatur, GA Jan 2009 - Mar 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2017
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Paul F. Connor
Phone Number: 404-827-6461
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    24,415
    MILLIONS
  • Total Number of Accounts
    52,588
    ACCOUNTS
  • Average Account Value
    $464,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.