Dennis Connor, financial advisor Winchester VA
93 score

Dennis Connor

CRD Number: 1372669
Current Firm: Cornerstone Asset Management

Dennis Connor (CRD# 1372669) is an Investment Advisor Representative working at Cornerstone Asset Management in Winchester, VA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Syndicated Capital Inc. Herndon, VA Jan 2003 - Current 13
#ia Cornerstone Asset Management, Inc. Herdon, VA Aug 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Jun 1993
Contact Info for Dennis M. Connor
Phone Number: 540-313-4426
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $190,104
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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