Kevin Connors

Education/Experience
BA Economics, UC Berkeley
CFP®, Certified Financial Planner
EA, Enrolled Agent

-Connors Group: Partner/LPL Registered Representative
      +Series 7, General Securities
        Representative*
      +Series 63, Uniform Securities
        Agent*

*Currently held with LPL Financial

Responsibilities
Client Interaction and Retention
Case Analysis, Notes, Actions and Follow-up
Client Financial Reporting
Portfolio Construction and Rebalancing
Asset Allocation Analysis
Product Analysis
Special Projects