Matthew ConnellCRD Number: 3183511
Current Firm: Umb Financial Services, Inc.
Matthew Connell (CRD# 3183511) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.
|Umb Scout Brokerage Services||Springfield, MO||Dec 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management11MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$359,293
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI