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James Conner

WOODMONT INVESTMENT COUNSEL, LLC·NASHVILLE, Tennessee
Unclaimed Profile
401 COMMERCE STREET, NASHVILLE, TN 37219CRD# 2574506Firm CRD# 109779
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WOODMONT INVESTMENT COUNSEL, LLC
WOODMONT INVESTMENT COUNSEL, LLC
AUM
$1.4B
Regulatory assets under management
Employees
11
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2574506
Firm CRD# 109779
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at WOODMONT INVESTMENT COUNSEL, LLC

Stephen Adler Frohsin
NASHVILLE, TN
Carolyn Grace Bennett
NASHVILLE, TN
David Christopher Wells
NASHVILLE, TN
Paul Hubert Kuhn
NASHVILLE, TN
Will E Settle
NASHVILLE, TN
Brian James Kopinski
NASHVILLE, TN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)JOHNSON CITY (22)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)NASHVILLLE (10)
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Research
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