Connor
Doran

Scs

CRD#7593639
Investment Advisor
in Bellevue, WA

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About this Advisor

Connor Doran is a financial advisor based in Bellevue, Washington, working with Scs. Connor has previously held positions at YMCA, University of Oregon, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, LPL Financial, and Scs. Connor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Connor is part of Scs, which operates out of Bellevue, Washington. The firm has 34 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Scs includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10900 Ne 8Th Street 15Th Floor - Suite 1550
Bellevue, WA 98004

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Scs Brokerage Details

Total Assets Under Management

$1,290,580,947

WA Average: $3,566,627,242
Total Number of Employees

34

WA Average: 46
Total Number of Accounts

2,809

WA Average: 1,499
Average Account Size

$459,445

WA Average: $2,379,338

Investment Advisory Services

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

Connor Doran Work History

2024 - Present (0 year)

Lpl Financial

2024 - Present (0 year)

Scs

2023 - Present (1 year)

Northwestern Mutual Investment Services LLC

2023 - Present (1 year)

Northwestern Mutual Wealth Management Company

2022 - Present (2 years)

Northwestern Mutual Life Insurance Company

2018 - 2022 (4 years)

University Of Oregon

2017 - 2018 (1 year)

Ymca

Disclosures

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

Financial Advisors at Scs

Brian Hegstad
Bellevue, WA
Sheila Lindsay
Bellevue, WA
Kristal Mcmahan
Bellevue, WA
Connor Doran
Bellevue, WA
Katelyn Nass
Bellevue, WA
Lee Whittles
Bellevue, WA
Hunter Gietzen
Bellevue, WA
Bryan Kettel
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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