Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor McMahon is a financial advisor with Adero Partners, LLC, a firm based in Walnut Creek, CA. Connor is a Certified Financial Planner and has been in the financial industry since 2016. Connor's expertise lies in insurance solutions, cash management solutions, and financial planning, focusing on serving high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance solutions, cash management solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with our affiliate, focus risk solutions
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CA
05/01/2024 - Present
Adero Partners, LLC (Newport Beach CA)
CA
06/05/2020 - 05/04/2021
INFINITY FINANCIAL SERVICES (Oakland CA)
BOTH
Issued 07/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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