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William B. Conn

LIVINGSTON GROUP ASSET MANAGEMENT COMPANY·CHATTANOOGA, Tennessee
Unclaimed Profile
ONE UNION SQUARE, CHATTANOOGA, TN 37402-2936CRD# 5562180Firm CRD# 113364
01

About

William B. Conn is a registered financial advisor based in CHATTANOOGA, Tennessee, affiliated with LIVINGSTON GROUP ASSET MANAGEMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LIVINGSTON GROUP ASSET MANAGEMENT COMPANY
SOUTHPORT CAPITAL
AUM
$730M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at LIVINGSTON GROUP ASSET MANAGEMENT COMPANY →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5562180
Firm CRD# 113364
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William B. Conn offer?
William B. Conn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are William B. Conn's credentials?
William B. Conn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William B. Conn located?
William B. Conn is based in CHATTANOOGA, Tennessee, working with LIVINGSTON GROUP ASSET MANAGEMENT COMPANY. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.
How does William B. Conn charge for services?
William B. Conn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIVINGSTON GROUP ASSET MANAGEMENT COMPANY?
LIVINGSTON GROUP ASSET MANAGEMENT COMPANY has approximately 19 employees and manages $730M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LIVINGSTON GROUP ASSET MANAGEMENT COMPANY

James Wallace Woods
CHATTANOOGA, TN
John Justin Woods
CHATTANOOGA, TN
Michael Jeremiah Mooney
CHATTANOOGA, TN
William V Conn
CHATTANOOGA, TN
Jon Christopher Long
CHATTANOOGA, TN
Conrad Brian Levesque
CHATTANOOGA, TN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
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Research
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