Michael McConnellCRD Number: 6183178
Current Firm: M Premier Partners
Michael McConnell (CRD# 6183178) is an Investment Advisor Representative working at M Premier Partners in Indian Wells, CA and has over 4 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Hmm Group, Llc Dba M Premier Partners||Indian Wells, CA||Jul 2017 - Current||< 1|
|Purshe Kaplan Sterling Investments||Albany, NY||Apr 2013 - Current||5|
|Integrated Wealth Management||Newport Beach, CA||Apr 2013 - Jul 2017||4|
|Self Employed||Laguna Beach, CA||Mar 2001 - Apr 2013||12|
|M2 Landscape Design||Laguna Beach, CA||Sep 2006 - Sep 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management120MILLIONS
Total Number of Accounts504ACCOUNTS
Average Account Value$238,095
- 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)
CA, ID, TX