John Connolly (CRD# 735493) is an Investment Advisor Representative working at Connolly Financial Group in Grand Junction, CO and has over 42 years of experience in the finance industry. John 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# 6316143
Ameriprise Financial Services, LLC
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colorado Financial Service Corporation | Centennial, CO | Jun 2011 - Current | 12 |
| The Lincoln National Life Insurance Company | Englewood, CO | Jun 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1982 |
- CO
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Total Assets Under Management15MILLIONS
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Total Number of Accounts30ACCOUNTS
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Average Account Value$500,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO
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