William CovingtonCRD 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.
Lpl Financial LLC
Strategic Advisory Services
Ameriprise Financial Services, LLC
|Stephens Inc.||Memphis, TN||Sep 2021 - Current||2|
|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|
Total Assets Under Management13,305MILLIONS
Total Number of Accounts21,432ACCOUNTS
Average Account Value$620,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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