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Arthur Michael Connor

Advisor at Cambridge Investment Research Advisors — Summerville, SC

Updated today

Credentials

ChFC®, Series 63

Experience

52 years

Location

Summerville, SC

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,203 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Arthur Connor is a financial advisor with Cambridge Investment Research Advisors in Summerville, SC, holding the ChFC® and Series 63 designations and having 52 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2012 and serves on the board of directors for Blue Island Citizens for Persons with Developmental Disabilities. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing multiple custody platforms and a variety of investment strategies, including proprietary models and third-party manager referrals.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Summerville, SC

Summerville SC

Advisors at this office

1

Most active in

Illinois · South Carolina · Texas

Work history

52 years of industry experience

Independence Capital Financial Partners

2012 - Present • 14 years

Lombard, IL

Cambridge Investment Research Advisors, INC

2012 - Present • 14 years

Fairfield, IA

Cambridge investment Research, Inc

2012 - Present • 14 years

Fairfield, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew M

Series 65

Daniel Island, SC

Reconstructing Wealth

Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Concentrated stock management
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Justin L

CFA®, Series 63

North Charleston, SC

Luther Wealth Management

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.

Passive / index investing General retirement planning
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John B

Series 65

North Charleston, SC

MKB Consulting LLC

John Beauston is the sole advisor at MKB Consulting LLC in North Charleston, SC, holding a Series 65 credential with 22 years of industry experience. He has served as the full-time managing partner of Moore Beauston & Woodham LLP, a certified public accounting firm, since 1992. MKB Consulting provides referral-based investment management services by recommending unaffiliated third-party money managers to individuals, high-net-worth clients, trusts, and businesses. The firm focuses on manager selection and oversight without directly managing or custoding client assets.

Active portfolio management
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Tyson H

CFA®, Series 63

Charleston, SC

Income Growth Advisors, LLC

Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Matthew S

Series 65

Summerville, SC

DeltaX Capital LLC

Matthew Schaller is a Series 65 credentialed advisor at DeltaX Capital LLC with one year of industry experience. He has held roles at several entities, including Time Arcade LLC, Armament LLC, GoodUnited, Redemption Cycles LLC, and Clemson University. Outside of his advisory role, he is involved with multiple business ventures. DeltaX Capital LLC provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs an actively managed, concentrated equity strategy using fundamental, quantitative, technical, and macroeconomic analysis to guide investment decisions.

Active portfolio management Concentrated stock management
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Patrick S

Series 63, Series 65

Daniel Island, SC

Sherman Financial & Wealth Management

Patrick Sherman is the sole advisor at Sherman Financial & Wealth Management in Daniel Island, SC, holding Series 63 and Series 65 designations with 17 years of industry experience. His prior work includes roles at Signator Investors, Inc. and Atlantic Coast Advisory Group. Sherman Financial & Wealth Management offers tailored investment management and comprehensive financial planning to individuals, families, high-net-worth clients, and select charitable organizations. The firm combines passive, low-cost allocations with active dividend-focused equity selections and employs various analytic methods in portfolio management, providing discretionary oversight alongside flexible planning services delivered through fixed-fee projects or ongoing retainers.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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