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James Carroll Mcconnell

USA FINANCIAL FORMULAS LLC·ADA, Michigan
Clean recordUSA FINANCIAL FORMULAS LLC
6020 EAST FULTON STREET, ADA, MI 49301CRD# 4679140Firm CRD# 139987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Carroll Mcconnell · ADA, MI
Registration
CRD #4679140 · USA FINANCIAL FORMULAS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Carroll Mcconnell is a registered financial advisor based in ADA, Michigan, affiliated with USA FINANCIAL FORMULAS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
USA FINANCIAL FORMULAS LLC
USA FINANCIAL FORMULAS CORPORATION
AUM
$586M
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at USA FINANCIAL FORMULAS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4679140
Firm CRD# 139987
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Carroll Mcconnell offer?
James Carroll Mcconnell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ADA, Michigan for a consultation.
What are James Carroll Mcconnell's credentials?
James Carroll Mcconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Carroll Mcconnell located?
James Carroll Mcconnell is based in ADA, Michigan, working with USA FINANCIAL FORMULAS LLC. Their office serves clients in the ADA metropolitan area and surrounding communities.
How does James Carroll Mcconnell charge for services?
James Carroll Mcconnell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is USA FINANCIAL FORMULAS LLC?
USA FINANCIAL FORMULAS LLC has approximately 52 employees and manages $586M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at USA FINANCIAL FORMULAS LLC

Matthew H Eilers
ADA, MI
William Clayton Bachert
ADA, MI
Brent David Enders
ADA, MI
Dawn M Thomason
ADA, MI
Gary Glen Walters
ADA, MI
Mark Robert Mersman
ADA, MI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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