Michael McConnell, financial advisor Tulsa OK

Michael McConnell

CRD Number: 1986000
Current Firm: Eagle Strategies LLC

Michael McConnell (CRD# 1986000) is an Investment Advisor Representative working at Eagle Strategies LLC in Tulsa, OK and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Financial Diagnostics Group Tulsa, OK Oct 2015 - Current 8
Eagle Strategies, LLC Tulsa, OK Apr 2008 - Current 15
Nylife Securities Inc. Tulsa, OK Aug 1989 - Current 34
New York Life Insurance Company Tulsa, OK May 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael W. McConnell
Phone Number: (888) 695-3245
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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