Victor Connor
Victor Connor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boynton Beach, FL, with 48 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8788 Boynton Beach Blvd, Suite 100, Boynton Beach, FL, 33472
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2017Customer Dispute
March 2013Customer Dispute
November 2004Customer Dispute
August 1991Other Business Activities
Victor is the CEO of CFG Wealth Management and Connor Financial Group, spending about half his time on each. He also advises on beneficiary structuring for tax maximization at Distribution Planning Services, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations33 states
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.