Connor Fife (CRD# 6813907) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 3 years of experience in the finance industry.
CRD# 4629095
Mml Investors Services, LLC
CRD# 6446314
Carnegie Investment Counsel
CRD# 2569915
Independence Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sequoia Financial Group, LLC | Mayfield Heights, OH | Jan 2022 - Current | 2 |
Royal Alliance Associates, Inc. | Mayfield Hts, OH | Jul 2019 - Jan 2022 | 2 |
Nca Financial Planners | Mayfield Heights, OH | Jun 2017 - Jan 2022 | 4 |
Ohio University | Athens, OH | Aug 2014 - May 2018 | 3 |
Union Home Mortgage Corp. | Strongsville, OH | May 2016 - Aug 2016 | < 1 |
Marc's | Westlake, OH | May 2015 - Aug 2015 | < 1 |
Westlake High School | Westlake, OH | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- OH
- TX
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Total Assets Under Management17,865MILLIONS
-
Total Number of Accounts23,386ACCOUNTS
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Average Account Value$763,926
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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