Kevin
Connell

Pruco Securities, LLC

CRD#1467000
Investment Advisor
in Orlando, FL

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About this Advisor

Kevin Connell is a financial advisor who works in Orlando, Florida who has 7 years of relevant experience. Connell works at Pruco Securities, LLC. Over the course of their career, they have held roles at Pruco Securities, LLC and Prudential Insurance Company Of America. Connell has a Series 65 license, certifying them as an investment advisor representative, and can work in Florida. Pruco Securities, LLC is a financial advisory business operating out of Newark, NJ. The investment advisory business has offices in 42 locations and a total of 2,500 advisors. It manages $14 billion in total assets among its 106,737 accounts, making it one of the largest firms in the nation by assets under management. Of its 106,737 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. Pruco Securities, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services are based on the type of services. However, fee types billed by Pruco Securities, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7061 Grand National Drive Suite 148A
Orlando, FL 32819

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

FL Average: $10,121,009,343
Total Number of Employees

2,500

FL Average: 92
Total Number of Accounts

106,737

FL Average: 6,978
Average Account Size

$131,438

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kevin Connell Work History

Kevin has been registered as a financial advisor for 7 years.*

1986 - Present (38 years)

Pruco Securities, LLC

1986 - Present (38 years)

Prudential Insurance Company Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Connell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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James Wright
Bellevue, WA
Sheila Gentile
Newark, NJ
Andrew Estreich
Port Washington, NY
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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