CF
CF

Connor Tabeling Flach

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

3881 Ten Oaks Rd, Suite 2E, Glenelg, MD, 21737

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Connor sells non-variable insurance, dedicating minimal time to it. He also provides investment advisory services through Verus Capital Partners, LLC, spending nearly full-time hours on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2020 - Present · 5 yrs 4 mos
Verus Capital Partners, LLC
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
July 2018 - October 2020 · 2 yrs 3 mos
State Registrations3 states
AZMDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.