Vicki R. Mcconnell
Professional summary
Vicki Renee Mcconnell, who also goes by Renee Mcconnell, VIcki Renee Talbutt, Vicki Renee Renee Talbutt, Vicki Woodruff, is a registered financial advisor currently at MCCONNELL FINANCIAL ADVISORS located in Boise, Idaho and PURSHE KAPLAN STERLING INVESTMENTS located in Boise, Idaho.
Vicki is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Vicki has worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vicki Renee Mcconnell's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 20, 2015 - Present
MCCONNELL FINANCIAL ADVISORS
Office #1: 250 W Bobwhite Ct Suite 340, Boise, ID 83706January 22, 2015 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 250 W Bobwhite Ct. Suite 340, Boise, ID 83706January 4, 2011 - February 17, 2015
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
January 3, 2011 - February 17, 2015
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
January 4, 2010 - December 31, 2010
VSR FINANCIAL SERVICES, INC.
September 30, 2009 - December 31, 2010
VSR FINANCIAL SERVICES, INC.
January 22, 2003 - June 18, 2004
CHARLES SCHWAB & CO., INC.
September 16, 1998 - June 18, 2004
CHARLES SCHWAB & CO., INC.
March 5, 1996 - June 10, 1998
CHARLES SCHWAB & CO., INC.
July 25, 1995 - March 19, 1996
WOODBURY FINANCIAL SERVICES, INC.
February 8, 1991 - August 24, 1993
IDS LIFE INSURANCE COMPANY
February 8, 1991 - August 24, 1993
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/20/2015)
(1/22/2015)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
MCCONNELL FINANCIAL ADVISORS
CRD#: 173909 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 141 |
| AUM (Assets Under Management) | $ 117,898,000 |
Red Flags
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