William Conner
William Conner is a registered investment advisor at Itrust Asset Management, LLC, based in Lexington, KY, with 34 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 463 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iTrust Asset Management does not directly state their fees for asset management in this brochure. They mention that the maximum annual advisory fee will not exceed 3.0% and that the fee will be detailed in the client's LPL account application or LPL Tiered Fee Authorization form.
Location
3320 Tates Creek Road, Suite 100, Lexington, KY, 40502
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2009Customer Dispute
July 2009Customer Dispute
July 2009Customer Dispute
May 1994Other Business ActivitiesSells Insurance
William is a registered investment advisor with iTrust Asset Management, spending about half his time on portfolio management, asset management, pension consulting, and financial planning. He is also an independent insurance agent selling life, health, disability, and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Itrust Asset Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Itrust Asset Management, LLC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.