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 Bellevue, WA and has over 3 years of experience in the finance industry.
Brighton Jones LLC
|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|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- 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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.