Ryan Connell (CRD# 4940403) is an Investment Advisor Representative working at Huntington Financial Advisors in Powell, OH and has over 14 years of experience in the finance industry. Ryan 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.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Huntington Investement Company | Gahanna, OH | Aug 2019 - Current | 4 |
Securities America, Inc. | Worthington, OH | Aug 2018 - Jul 2019 | < 1 |
Securities America Advisors | Worthington, OH | Aug 2018 - Jul 2019 | < 1 |
Wells Fargo Clearing Services, LLC | Dublin, OH | Nov 2016 - May 2018 | 1 |
Wells Fargo Advisors LLC | Dublin, OH | Jan 2016 - Nov 2016 | < 1 |
Morgan Stanley | Dublin, OH | Sep 2015 - Jan 2016 | < 1 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Sep 2015 | < 1 |
Morgan Stanley | Dublin, OH | Mar 2012 - Sep 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2009 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- OH
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Total Assets Under Management5,197MILLIONS
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Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- 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)
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