Kristina ConnellCRD Number: 5402280
Current Firm: H. Beck, Inc.
Kristina Connell (CRD# 5402280) is an Investment Advisor Representative working at H. Beck, Inc. in Ocean City, MD and has over 9 years of experience in the finance industry. Kristina 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.
Investacorp Advisory Services Inc.
Lincoln Financial Advisors Corporation
Cetera Advisors LLC
|H. Beck, Inc.||Rockville, MD||Mar 2010 - Current||7|
|Old Dominion Investment Corp.||Ocean City, MD||Aug 2007 - Current||10|
|Gunnallen Financial||Tampa, FL||Aug 2007 - Mar 2010||2|
|Ocean Pines Association||Ocean Pines, MD||Jun 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV