Tasha McConnellCRD Number: 7464124
Current Firm: Financial Engines Advisors LLC
Tasha McConnell (CRD# 7464124) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Financial Engines Advisors LLC||Santa Clara, CA||Nov 2021 - Current||1|
|Desert Financial Credit Union||Scottsdale, AZ||Mar 2019 - Nov 2021||2|
|Wells Fargo Bank N.a.||Tucson, AZ||May 2012 - Feb 2019||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management241,970MILLIONS
Total Number of Accounts1,594,707ACCOUNTS
Average Account Value$151,733
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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