William Covington, financial advisor Memphis TN

William Covington

CRD Number: 5149346
Current Firm: Stephens

William Covington (CRD# 5149346) is an Investment Advisor Representative working at Stephens in Memphis, TN and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Stephens Inc. Memphis, TN Mar 2023 - Current 1
Stephens Inc. Memphis, TN Sep 2021 - Mar 2023 1
Ftb Advisors, Inc. Memphis, TN Jan 2016 - Sep 2021 5
Unemployed Memphis, TN Sep 2015 - Jan 2016 < 1
Tamro Capital Alexandria, VA May 2012 - Sep 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2022
Contact Info for William D. Covington
Phone Number: 501-377-2000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    13,305
    MILLIONS
  • Total Number of Accounts
    21,432
    ACCOUNTS
  • Average Account Value
    $620,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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