Connor John Bain
Investment adviser representative at Stonex Advisors Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Stonex Advisors Inc.May 2026 to now
- Stonex Securities IncMay 2026 to now
- TIAAJun 2024 to Apr 2026
- TIAA-CREF Individual & Institutional Services, LLCJul 2022 to Apr 2026
- Capital Investment Brokerage, IncSep 2021 to Mar 2022
- TIAAJun 2021 to Aug 2021
- Ebs Wealth Management LLCJun 2020 to Aug 2020
- Robert Bosch Tool CorpMay 2019 to Aug 2019
- North Carolina State UniversityAug 2018 to May 2022
- Verdict Ridge Gold & Country ClubAug 2016 to Nov 2018
- North Lincoln High SchoolAug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7450704
- Firm CRD
- 174182