Joseph Connell, financial advisor Paducah KY
93 score

Joseph Connell

CRD Number: 1440710
Current Firm: Alliancebernstein LP

Joseph Connell (CRD# 1440710) is an Investment Advisor Representative working at Alliancebernstein LP in Paducah, KY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Alliance Bernstein Nashville, TN May 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Jul 1994
Contact Info for Joseph D. Connell
Phone Number: 212-969-1000
Firm Website: http://www.bernstein.com
Registered State(s):
  • CT
  • TN
  • KY
By the Numbers
  • Total Assets Under Management
    436,187
    MILLIONS
  • Total Number of Accounts
    38,589
    ACCOUNTS
  • Average Account Value
    $11,303,398
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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, 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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