April ConnellCRD Number: 6315956
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
April Connell (CRD# 6315956) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seattle, WA and has over 3 years of experience in the finance industry.
Brighton Jones LLC
|Bank Of America, N.a.||Seattle, WA||Oct 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Seattle, WA||Mar 2014 - Current||3|
|Sterling Savings Bank||Mountlake Terrace, WA||Jun 2013 - Mar 2014||< 1|
|Guild Mortgage Company||Kirkland, WA||Oct 2012 - May 2013||< 1|
|Sweet Shots||Edmonds, WA||Apr 2011 - Feb 2013||1|
|Adam Mckinnon||Kenmore, WA||Sep 2011 - Oct 2012||1|
|Keller Supply Co||Seattle, WA||Oct 2010 - Aug 2011||< 1|
|Wired Nick's Espresso||Lake Forest Park, WA||Sep 2009 - Oct 2010||1|
|Starbucks||Mountlake Terrace, WA||Mar 2008 - Aug 2009||1|
|Shorewood High School||Shoreline, WA||Jan 2007 - Aug 2008||1|
|Safeway||Bothell, WA||Jan 2008 - Mar 2008||< 1|
|Mortgage Associates, LLC||Bellevue, WA||Jun 2007 - Aug 2007||< 1|
|Bishop Blanchet High School||Seattle, WA||Sep 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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