Eric C. Mcconnell, Cfp®, Chfc®, Aif®
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Eric C. Mcconnell, Cfp®, Chfc®, Aif® Email & Phone Number

Senior Director at Cambridge Investment Research, Inc.
Location: Ball Ground, Georgia, United States 9 work roles 3 schools
1 work email found @joincambridge.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@joincambridge.com
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Current company
Cambridge Investment Research, Inc.
Role
Senior Director
Location
Ball Ground, Georgia, United States
Company size
1257 employees

Who is Eric C. Mcconnell, Cfp®, Chfc®, Aif®? Overview

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Quick answer

Eric C. Mcconnell, Cfp®, Chfc®, Aif® is listed as Senior Director at Cambridge Investment Research, Inc., a with 1257 employees, based in Ball Ground, Georgia, United States. AeroLeads shows a work email signal at joincambridge.com and a matched LinkedIn profile for Eric C. Mcconnell, Cfp®, Chfc®, Aif®.

Eric C. Mcconnell, Cfp®, Chfc®, Aif® previously worked as Senior Regional Director at Cambridge Investment Research, Inc. and Regional Director at Cambridge Investment Research. Eric C. Mcconnell, Cfp®, Chfc®, Aif® holds Executive Program For Financial Planning Certification, Cfp® Certification Education Program from University Of Georgia - Terry College Of Business.

Company email context

Email format at Cambridge Investment Research, Inc.

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*@joincambridge.com
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AeroLeads found 1 current-domain work email signal for Eric C. Mcconnell, Cfp®, Chfc®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Eric C. Mcconnell, Cfp®, Chfc®, Aif®

Eric C. Mcconnell, Cfp®, Chfc®, Aif® is a Senior Director at Cambridge Investment Research, Inc.. He possess expertise in securities, mutual funds, financial advisory, retirement, investments and 30 more skills. Colleagues describe him as "Eric was my direct supervisor while I was assigned to his department. Eric has a great knowledge of the Securities industry as a whole, and while I was there only a short time, his help and leadership allowed me to learn more about the firm, and the industry as a whole. Eric was promoted during my tenure and I can see him only going further within the firm, and industry in the years to come."

Listed skills include Securities, Mutual Funds, Financial Advisory, Retirement, and 31 others.

Current workplace

Eric C. Mcconnell, Cfp®, Chfc®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc.
Senior Director
Ball Ground, GA, US
Website
joincambridge.com
Employees
1257
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Company profile
View company profile Email format
9 roles

Eric C. Mcconnell, Cfp®, Chfc®, Aif® work experience

A career timeline built from the work history available for this profile.

Regional Vice-President (Eastern Region)

Fsc Securities Corporation

Atlanta, Ga

Maintained ongoing relationship with all OSJ Managers and support staff as first-line supervisor of a 16-state region, conducted annual Supervisory Office Visits (SOV's), assisted in resolving issues identified during the branch examination process, managed the annual Firm Element Continuing Education program, presented the Annual Compliance Meeting (ACM) at regional workshops, completed heightened supervision reviews, and addressed escalated compliance and supervision issues within the region.

Jan 2010 - May 2014

Director Of Regional Supervision

Fsc Securities Corporation

Atlanta, Ga

Managed, developed and trained staff of Regional Supervision Managers (RSM’s) who perform day-to-day supervision of approximately 236 OSJ branch offices in conjunction with their respective Supervision Regional Vice-Presidents (SRVP’s)

Nov 2008 - Jan 2010

Assistant Regional Vice-President (Southeast)

Fsc Securities Corporation

Atlanta, Ga

Maintained ongoing relationship with all OSJ Managers and support staff as home office liaison and primary point of contact for region, conducted transaction/blotter reviews of all OSJ Managers' trading activities, reviewed email correspondence, and addressed escalated compliance and supervision issues within the region.

Dec 2007 - Nov 2008

Registration Coordinator

Fsc Securities Corporation

Atlanta, Ga

Maintained current securities and investment adviser representative registrations for field associates with FINRA and state regulators.

Oct 2006 - Dec 2007

Paraplanner

Ameriprise Financial Services, Inc.

Chattanooga, Tn

Performed securities research and analysis of equities, mutual funds, bonds, unit investment trusts, exchange traded funds, REIT’s, fixed and variable annuities, and variable life insurance. Serviced client needs regarding wrap accounts, separately-managed accounts, retirement and qualified plans, and education savings accounts. Developed asset allocation proposals using various financial planning software packages and other tools. Performed appointment preparation and follow-up, and client management activities. Placed securities transactions at the direction of financial advisor.

May 2004 - Aug 2006

Intern

Bank Of America Merrill Lynch

Chattanooga, Tn

Feb 2004 - Apr 2004
Team & coworkers

Colleagues at Cambridge Investment Research, Inc.

Other employees you can reach at joincambridge.com. View company contacts for 1257 employees →

ZT Zoe Trinca Zoe Trinca Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States View → EH Elena Herboth Elena Herboth Colleague at Cambridge Investment Research, Inc.Tempe, Arizona, United States View → KB Krystal Bass Krystal Bass Colleague at Cambridge Investment Research, Inc.Mount Pleasant, Iowa, United States View → EL Erin Long Erin Long Colleague at Cambridge Investment Research, Inc.Richland, Iowa, United States View → CH Cindy Hinckley Cindy Hinckley Colleague at Cambridge Investment Research, Inc.Washington, Iowa, United States View → CR Chris Renna Chris Renna Colleague at Cambridge Investment Research, Inc.Northport, New York, United States View → KS Karen Shirk Karen Shirk Colleague at Cambridge Investment Research, Inc.United States View → JH Jennith Hassenfritz Jennith Hassenfritz Colleague at Cambridge Investment Research, Inc.Mount Pleasant, Iowa, United States View → JD James Dorothy James Dorothy Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States View → RK Rick Kuhlman Rick Kuhlman Colleague at Cambridge Investment Research, Inc.St Louis, Missouri, United States View →
3 education records

Eric C. Mcconnell, Cfp®, Chfc®, Aif® education

Ba, Business Administration

Lee University

Activities and Societies: Financial Management Association (FMA) - Vice-President of Programming & Leadership Development

As, Internaitonal Business

Young Harris College

Activities and Societies: Student Government Association (SGA) - Secretary, Alpha Omega - Chaplain, Phi Theta Kappa

FAQ

Frequently asked questions about Eric C. Mcconnell, Cfp®, Chfc®, Aif®

Quick answers generated from the profile data available on this page.

What company does Eric C. Mcconnell, Cfp®, Chfc®, Aif® work for?

Eric C. Mcconnell, Cfp®, Chfc®, Aif® works for Cambridge Investment Research, Inc..

What is Eric C. Mcconnell, Cfp®, Chfc®, Aif®'s role at Cambridge Investment Research, Inc.?

Eric C. Mcconnell, Cfp®, Chfc®, Aif® is listed as Senior Director at Cambridge Investment Research, Inc..

What is Eric C. Mcconnell, Cfp®, Chfc®, Aif®'s email address?

AeroLeads has found 1 work email signal at @joincambridge.com for Eric C. Mcconnell, Cfp®, Chfc®, Aif® at Cambridge Investment Research, Inc..

Where is Eric C. Mcconnell, Cfp®, Chfc®, Aif® based?

Eric C. Mcconnell, Cfp®, Chfc®, Aif® is based in Ball Ground, Georgia, United States while working with Cambridge Investment Research, Inc..

What companies has Eric C. Mcconnell, Cfp®, Chfc®, Aif® worked for?

Eric C. Mcconnell, Cfp®, Chfc®, Aif® has worked for Cambridge Investment Research, Inc., Cambridge Investment Research, Fsc Securities Corporation, Ameriprise Financial Services, Inc., and Bank Of America Merrill Lynch.

Who are Eric C. Mcconnell, Cfp®, Chfc®, Aif®'s colleagues at Cambridge Investment Research, Inc.?

Eric C. Mcconnell, Cfp®, Chfc®, Aif®'s colleagues at Cambridge Investment Research, Inc. include Zoe Trinca, Elena Herboth, Krystal Bass, Erin Long, and Cindy Hinckley.

How can I contact Eric C. Mcconnell, Cfp®, Chfc®, Aif®?

You can use AeroLeads to view verified contact signals for Eric C. Mcconnell, Cfp®, Chfc®, Aif® at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.

What schools did Eric C. Mcconnell, Cfp®, Chfc®, Aif® attend?

Eric C. Mcconnell, Cfp®, Chfc®, Aif® holds Executive Program For Financial Planning Certification, Cfp® Certification Education Program from University Of Georgia - Terry College Of Business.

What skills is Eric C. Mcconnell, Cfp®, Chfc®, Aif® known for?

Eric C. Mcconnell, Cfp®, Chfc®, Aif® is listed with skills including Securities, Mutual Funds, Financial Advisory, Retirement, Investments, Strategic Financial Planning, Finra, and Investment Advisory.

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