Edward Connolly (CRD# 5772144) is an Investment Advisor Representative working at Essex LLC in Deer Park, IL and has over 16 years of experience in the finance industry. Edward Connolly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1869284
Cambridge Investment Research Advisors, Inc.
CRD# 1343591
Ausdal Financial Partners, Inc.
CRD# 1144976
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iron Financial LLC | Northbrook, IL | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- IL
-
Total Assets Under Management474MILLIONS
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Total Number of Accounts1,919ACCOUNTS
-
Average Account Value$247,186
- 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
AZ, CA, CO, FL, IL, LA, MI, MN, NH, NJ, NY, TX, WI
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