WC
William B. Conner
ITRUST ASSET MANAGEMENT
Lexington, KY 40502
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CRD#: 2158220
WC
Professional summary
William Beltzhoover Conner, who also goes by Bill Conner, William B Conner, is a registered financial advisor currently at ITRUST ASSET MANAGEMENT, LLC located in Lexington, Kentucky and LPL FINANCIAL LLC located in Lexington, Kentucky.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. William has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Conner | William B Conner
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 05/29/2012: iTrust Asset Management - Registered Investment Advisor Hybrid - DBA: iTrustAssetManagement - Investment Related - At Reported Business Location(s) - 50% Time Spent - Portfolio Management, Asset Management, Pension Consulting, Financial Planning 2. 01/18/2013: iTrust Asset Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3. 01/29/2013: WILLIAM B CONNER - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 2% Time Spent - INDEPENDENT INSURANCE AGENT: Life, Health, Disability, LTC 4. 07/02/2013: Nina Farm LLC - Farm - Investment Related - At Reported Business Location(s) - No Time Spent - owner of farm property 5. 11/11/2016: CATAHOULA LAND PLANTATION, INC - Family Business - Not Investment Related - 3320 TATES CREEK ROAD, LEXINGTON, KY 40502 - Start 01/01/1997 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Co-owner 6. 11/08/2019 - Green Leaves, Inc. - Not investment related - 303 S Rankins St., Natchez, MS 39120 - Business Entity For Tax/Investment Purposes Only - start date:01/01/2012 - 1 hr/mo - 0 hrs during trading. 7. 4/6/2020 - WILLSON PROPERTY, LLC - Investment Related - Morehead, KY 40351 & Mt Sterling, KY 40353 - Real Estate Rental - Started 05/01/2012 - 1 Hour Per Month/0 Hours During Securities Trading - WILLSON PROPERTY LLC OWNS ONE COMMERCIAL BUILDING, and a commercial building lot.
CRS (Client Relationship Summary) - RIA
Click below to view William Beltzhoover Conner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2023 - Present
ITRUST ASSET MANAGEMENT, LLC
Office #1: 3320 Tates Creek Road Suite 100, Lexington, KY 40502RIA
CRD#: 164193
Lexington, KY
Current
May 23, 2012 - Present
LPL FINANCIAL LLC
Office #1: 3320 Tates Creek Road, Ste 100, Lexington, KY 40502RIA
BD
CRD#: 6413
Lexington, KY
Past
January 18, 2023 - April 5, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEXINGTON, KY
Past
May 25, 2012 - December 31, 2022
ITRUST ASSET MANAGEMENT, LLC
RIA
CRD#: 164193
LEXINGTON, KY
Past
March 22, 2004 - May 23, 2012
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
LEXINGTON, KY
Past
August 2, 2002 - May 23, 2012
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
LEXINGTON, KY
Past
September 3, 1991 - August 5, 2002
J.J.B. HILLIARD, W.L. LYONS, LLC
BD
CRD#: 453
LOUISVILLE, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
ITRUST ASSET MANAGEMENT, LLC
ITRUST ASSET MANAGEMENT, LLC
CRD#: 164193 / SEC#: 801-115048
RIA
Registered Investment Advisory firm - (4/23/2019 Approved)Kentucky
Registered Investment Advisory firm - (6/6/2019 Terminated)Louisiana
Registered Investment Advisory firm - (5/29/2019 Terminated)Texas
Registered Investment Advisory firm - (5/29/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/26/2012)
RR
California(5/23/2012)
RR
Florida(5/23/2012)
RR
Georgia(6/18/2014)
RR
Indiana(5/23/2012)
RR
Kentucky(5/23/2012)
IAR
Kentucky(3/21/2023)
RR
Maryland(5/23/2012)
RR
Michigan(7/27/2012)
RR
Mississippi(5/23/2012)
RR
Montana(7/9/2025)
RR
North Carolina(7/1/2025)
RR
Ohio(5/23/2012)
RR
South Carolina(2/15/2024)
RR
Tennessee(9/17/2020)
RR
Virginia(5/23/2012)
RR
Wisconsin(6/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IA
ITRUST ASSET MANAGEMENT, LLC
ITRUST ASSET MANAGEMENT, LLC
CRD#: 164193 / SEC#: 801-115048
RIA
Registered Investment Advisory firm - (4/23/2019 Approved)Kentucky
Registered Investment Advisory firm - (6/6/2019 Terminated)Louisiana
Registered Investment Advisory firm - (5/29/2019 Terminated)Texas
Registered Investment Advisory firm - (5/29/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3320 Tates Creek Road Suite 100, Lexington, KY 40502
Mailing Address
Phone number
(859) 425-1222
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 433 |
| AUM (Assets Under Management) | $ 174,273,862 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ITRUST ASSET MANAGEMENT, LLC
CRD#: 164193Lexington, KY 40502TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
