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James Carroll Mcconnell

USA FINANCIAL FORMULAS LLC·ADA, Michigan
SIE, Series 7, Series 24, Series 63, Series 66, Series 99TOClean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
USA FINANCIAL FORMULAS LLC
CRD 139987 · SEC 801-67442
AUM
$586M
Regulatory assets under management
Employees
52
6,411 client accounts
Services offered by USA FINANCIAL FORMULAS LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at USA FINANCIAL FORMULAS LLC →
Introduction

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04

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

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

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