Neil ConnollyCRD Number: 3051216
Current Firm: Charles Schwab & Company, Inc.
Neil Connolly (CRD# 3051216) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leawood, KS and has over 22 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Charles Schwab & Company, Inc.||Kansas City, MO||Dec 2021 - Current||< 1|
|Charles Schwab Bank, Ssb||Kansas City, MO||Dec 2021 - Current||< 1|
|Td Waterhouse Investor Services Inc.||Greenwood Village, CO||Jul 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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