Connor Merrigan (CRD# 6961888) is an Investment Advisor Representative working at Securian Financial Services, Inc. in San Ramon, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securian Financial Services Inc. | St Paul, MN | Sep 2020 - Current | 2 |
| Minnesota Life Insurance Co | St Paul, MN | Sep 2020 - Current | 2 |
| Summit Financial Group | San Ramon, CA | Sep 2020 - Current | 2 |
| Securian Financial Services Inc. | St. Paul, MN | Aug 2018 - Sep 2020 | 2 |
| Summit Financial Group | San Ramon, CA | May 2018 - Sep 2020 | 2 |
| Securian Financial Services Inc. | St. Paul, MN | May 2018 - Aug 2018 | < 1 |
| Recreational Equipment Inc. | Dublin, CA | Jun 2015 - Jun 2018 | 3 |
| California State University San Jose | San Jose, CA | Aug 2016 - May 2018 | 1 |
| Las Positas Community College | Livermore, CA | Jun 2015 - Aug 2016 | 1 |
| Jersey Mike's Sub | Pleasanton, CA | Jan 2014 - Jun 2015 | 1 |
| California State University Sacramento | Sacramento, CA | Aug 2014 - May 2015 | < 1 |
| Amador Valley High School | Pleasanton, CA | Aug 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- CA
-
Total Assets Under Management22,211MILLIONS
-
Total Number of Accounts66,500ACCOUNTS
-
Average Account Value$334,000
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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