April Connell, financial advisor Bellevue WA
90 score

April Connell

CRD 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 Bellevue, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Bellevue, WA Oct 2017 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue, WA Aug 2017 - Current < 1
Caliber Home Loans Kirkland, WA Sep 2016 - Aug 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Mar 2014 - Sep 2016 2
Sterling Savings Bank Mountlake Terrace, WA May 2013 - Mar 2014 < 1
Guild Mortgage Company Kirkland, WA Nov 2012 - May 2013 < 1
Sweet Shots Edmonds, WA Apr 2011 - Feb 2013 1
Adam Mckinnon Kenmore, WA Aug 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 Apr 2008 - Sep 2009 1
Shorewood High School Shoreline, WA Jan 2007 - Aug 2008 1
Safeway Bothell, WA Jan 2008 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for April M. Connell
Phone Number: 800-637-7455
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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