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William Conner
from Itrust Asset Management, LLC
William Conner is a financial advisor based in Kentucky, Lexington,
with 33 years of experience. William currently works for
Itrust Asset Management, LLC.
William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Conner works at Itrust Asset Management, LLC
Itrust Asset Management, LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $114,237,792 of assets under management and employs about 4 people. Itrust Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3320 Tates Creek Road, Suite 100, Lexington, Kentucky, 40502
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