Unclaimed Profile

James Conner

WOODMONT INVESTMENT COUNSEL, LLC·NASHVILLE, Tennessee

Clean recordWOODMONT INVESTMENT COUNSEL, LLC

401 COMMERCE STREET, NASHVILLE, TN 37219CRD# 2574506Firm CRD# 109779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Conner · NASHVILLE, TN

Registration

CRD #2574506 · WOODMONT INVESTMENT COUNSEL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Conner is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with WOODMONT INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WOODMONT INVESTMENT COUNSEL, LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WOODMONT INVESTMENT COUNSEL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2574506

Firm CRD# 109779

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Conner offer?

James Conner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.

What are James Conner's credentials?

James Conner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Conner located?

James Conner is based in NASHVILLE, Tennessee, working with WOODMONT INVESTMENT COUNSEL, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does James Conner charge for services?

James Conner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOODMONT INVESTMENT COUNSEL, LLC?

WOODMONT INVESTMENT COUNSEL, LLC has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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