Connor Merrigan, financial advisor San Ramon CA

Connor Merrigan

CRD Number: 6961888
Current Firm: Raymond James Financial Services Advisors, Inc.

Connor Merrigan (CRD# 6961888) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 4 years of experience in the finance industry. Connor Merrigan 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.

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Captrust
Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. San Ramon, CA May 2023 - Current 1
Raymond James Financial Services Advisors, Inc. San Ramon, CA May 2023 - Current 1
Summit Financial Group San Ramon, CA Jun 2018 - Current 6
Securian Financial Services Inc. St Paul, MN May 2018 - May 2023 5
Recreational Equipment Inc. Dublin, CA Jun 2015 - Jun 2018 3
San Jose State University San Jose, CA Aug 2016 - May 2018 1
Jersey Mike's Sub Pleasanton, CA Jan 2014 - Jun 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Connor J. Merrigan
Phone Number: 727-567-3020
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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