Paul ConnerCRD Number: 1061074
Current Firm: Center Street Advisors, Inc.
Paul Conner (CRD# 1061074) is an Investment Advisor Representative working at Center Street Advisors, Inc. in Nashville, TN and has over 18 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
|Conner Financial||Clanton, AL||Nov 2013 - Current||9|
|Unemployed||Clanton, AL||Nov 2010 - Nov 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management384MILLIONS
Total Number of Accounts2,072ACCOUNTS
Average Account Value$185,429
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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