Connor Girard (CRD# 7595783) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Redmond, WA and has 1 year of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | Jan 2023 - Current | 1 |
| Lonestar Valet | Dallas, TX | Jun 2021 - Jan 2023 | 1 |
| Door Dash | Grapevine, TX | Sep 2020 - Jun 2021 | < 1 |
| Pickup Now | Grapevine, TX | Jul 2020 - Sep 2020 | < 1 |
| Multiview | Irving, TX | Jan 2020 - Jun 2020 | < 1 |
| Costco | Southlake, TX | Dec 2019 - Jan 2020 | < 1 |
| Enterprise Exotic Car Rental | Grapevine, TX | Jun 2019 - Oct 2019 | < 1 |
| Enterprise Rent A Car | Arlington, TX | Jun 2018 - Jun 2019 | 1 |
| Unemployed | Arlington, TX | Sep 2016 - Jun 2018 | 1 |
| Sams Club | Arlington, TX | Jul 2016 - Sep 2016 | < 1 |
| Pf Changs | Arlington, TX | Apr 2016 - Jul 2016 | < 1 |
| Unemployed | Arlington, TX | Nov 2015 - Apr 2016 | < 1 |
| Pf Changs | Grapevine, TX | May 2015 - Oct 2015 | < 1 |
| Unemployed | Arlington, TX | Jun 2014 - May 2015 | < 1 |
| Milwaukee Joes | Colleyville, TX | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- TX
- WA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.