Connor Becton
CSA at Campbell Wealth Management- Claim this Profile
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Topline Score
Bio
Credentials
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Securities Industry Essentials
FINRAMar, 2022- Nov, 2024
Experience
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Campbell Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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CSA
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Jun 2022 - Present
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Campbell Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisory Intern
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May 2021 - Aug 2021
Worked as an intern in the wealth advisory department at Campbell Wealth Mangement. Created financial plans for prospective clients in order for them to get a better understanding of where they stand in retirement. Wrote a market commentary and created a presentation that went out to the current clients. Worked as an intern in the wealth advisory department at Campbell Wealth Mangement. Created financial plans for prospective clients in order for them to get a better understanding of where they stand in retirement. Wrote a market commentary and created a presentation that went out to the current clients.
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Campbell Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Investment Research Analyst
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Dec 2020 - Jan 2021
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Pet Pallette
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Sykesville, Maryland
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Warehouse Laborer
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May 2019 - Jul 2019
Helped set up their new warehouse by labeling, moving boxes of product, and other manual labor. Helped set up their new warehouse by labeling, moving boxes of product, and other manual labor.
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Education
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2018 - 2022
James Madison University
Bachelor of Business Administration - BBA, Finance, General
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