Connor SmithCRD Number: 7396705
Current Firm: Triad Hybrid Solutions
Connor Smith (CRD# 7396705) is an Investment Advisor Representative working at Triad Hybrid Solutions in Norcross, GA and has 1 year of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Triad Advisors||Norcross, GA||Jun 2021 - Current||2|
|Kampstra Wealth Management||Gettysburg, PA||Jun 2021 - Current||2|
|Triad Hybrid Solutions||Norcross, GA||Jun 2021 - Current||2|
|Holiday Inn Express||Shippensburg, PA||Dec 2020 - Jun 2021||< 1|
|Shippensburg University||Shippensburg, PA||Aug 2017 - May 2021||3|
|Giant Food Stores||Carlisle, PA||Sep 2015 - Oct 2020||5|
|Cumberland Valley Hs||Mechanicsburg, PA||Aug 2011 - Aug 2017||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts20,694ACCOUNTS
Average Account Value$223,695
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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