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Connor Mccourt

4 Years of Experience
St. Petersburg, FL
Broker

Connor Mccourt is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Connor is an associate/employee at Next Wave LLC, where he helps high school swimmers with college planning and recruitment. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2020 - October 2021 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - October 2021 · 1 yr 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.