Stephen Connors
Partner
Education
BA Economics, UC Santa Barbara
MBA, San Diego State University
CFP®, Certified Financial Planner
-The Connors Group: Partner/LPL Registered Principal
+Series 7, General Securities
Representative*
+Series 24, Registered Principal*
+Series 63, Uniform Securities
Agent*
+California Life Agent, Variable
Products
*Currently held with LPL Financial
Responsibilities
Investment Strategy Research and Recommendations
Market and Economic Analysis and Forecasting
Asset Allocation Targets
Strategic Planning for the Firm
Client Financial Planning
Client Portfolio Management