Connor Mathis (CRD# 7428233) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cleveland Heights, OH and has over 2 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Durham, NC | Aug 2021 - Current | 2 |
North Carolina Farm Bureau | Raleigh, NC | Feb 2021 - Jul 2021 | < 1 |
Wake County Board Of Elections | Raleigh, NC | Sep 2020 - Dec 2020 | < 1 |
Allied Universal Secuirty | Raleigh, NC | May 2020 - Aug 2020 | < 1 |
Elon University | Elon, NC | Jan 2019 - May 2020 | 1 |
Elon University | Elon, NC | Oct 2016 - May 2020 | 3 |
Ups | Bridgewater Township, NC | Oct 2018 - Nov 2018 | < 1 |
Jersey Fine Wines | New Providence, NJ | Sep 2018 - Oct 2018 | < 1 |
Ken Rent | Bernardsville, NJ | Jun 2018 - Aug 2018 | < 1 |
Elon Universtiy | Elon, NC | Aug 2015 - May 2018 | 2 |
Ken Rent | Bernardsville, NJ | Jun 2017 - Aug 2017 | < 1 |
Ken Rent | Bernardsville, NJ | Jun 2016 - Aug 2016 | < 1 |
Unemployed | New Providence, NJ | May 2015 - Aug 2015 | < 1 |
Berkeley Wine | Berkeley Heights, NJ | Jan 2015 - May 2015 | < 1 |
Unemployed | New Providence, NJ | Apr 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2022 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- OH
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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 businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV, WY
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