Connor HumphreyCRD Number: 5769897
Current Firm: Tfo Phoenix, Inc.
Connor Humphrey (CRD# 5769897) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 12 years of experience in the finance industry. Connor Humphrey 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.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Tfo Phoenix, Inc.||Phoenix, AZ||Jun 2015 - Current||8|
|Gresham Partners, LLC||Chicago, IL||Dec 2013 - May 2015||1|
|Tfo Phoenix, Inc.||Phoenix, AZ||Dec 2011 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management3,340MILLIONS
Total Number of Accounts1,685ACCOUNTS
Average Account Value$1,982,466
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, DE, FL, IL, MD, MO, NV, NY, OR, SD, TX, WA
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