Christopher Connelly (CRD# 4170804) is an Investment Advisor Representative working at Commonwealth Financial Network in West Newbury, MA and has over 20 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jul 2022 - Current | 1 |
| One Retirement Source | West Newbury, MA | Jul 2022 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Jul 2022 | 1 |
| Voya Financial Advisors, Inc. | West Newbury, MA | Apr 2019 - Jun 2021 | 2 |
| Transamerica Capital Inc. | Denver, CO | Jan 2017 - Apr 2019 | 2 |
| Principal Life Insurance Company | Waltham, MA | Jul 2006 - Jan 2017 | 10 |
| Princor Financial Services Corp | Waltham, MA | Jul 2006 - Jan 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- MA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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