William Conner has been Managing Member of Itrust Asset Management since May 2012, is a control person of the firm and directly owns between 25% and 50% of it.
Itrust Asset Management, LLC is a Lexington, KY firm with $212M under management, 463 clients and 3 advisers in one office, as of its March 2026 filing.
William Conner’s longest registration was 10 years at Itrust Asset Management, LLC (2012–2022). Before joining Itrust Asset Management in 2023, William Conner was registered through LPL Financial LLC and Morgan Keegan & Company, Inc.
- Itrust Asset Management, LLCCurrent– present · 3 yearsLexington, KY · Adviser representative · Firm CRD 164193
- LPL Financial LLC– · under a yearLexington, KY · Adviser representative · Firm CRD 6413
- Morgan Keegan & Company, Inc.– · 8 yearsLexington, KY · Adviser representative · Firm CRD 4161
Investment adviser representative registrations
William Conner is registered as an investment adviser representative in Kentucky, since March 2023.
- KentuckySince 21 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 20 January 2004 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 31 August 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 September 1991 |
| Series 7 | General Securities Representative Examination | 30 August 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Beltzhoover Conner
- CRD
- 2158220
- Firm
- Itrust Asset Management · CRD 164193
- Role
- Managing Member
- Office
- 3320 TATES CREEK ROAD, SUITE 100, Lexington, KY 40502
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Conner work?
William Conner has been Managing Member of Itrust Asset Management, LLC since May 2012, and is a control person of the firm.
Is William Conner a financial advisor?
Yes. William Conner has a current investment-adviser registration in Kentucky, through Itrust Asset Management since March 2023.
How many years of experience does William Conner have?
William Conner has 35 years in the financial industry, since September 1991, across 3 adviser firms.
What exams has William Conner passed?
William Conner has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 9 and Series 31. The earliest, the Series 7, was passed in August 1991. FINRA credited William Conner with the SIE, which began in October 2018.
Where did William Conner work before Itrust Asset Management?
Before Itrust Asset Management, William Conner was registered through Morgan Keegan & Company, Inc., March 2004 to May 2012.
Where is William Conner based?
William Conner’s registered office is in Lexington, KY.
Is William Conner registered with FINRA?
Yes. William Conner has a current broker registration, under CRD 2158220.
Source: FINRA BrokerCheck
How can I verify William Conner’s record?
Search CRD 2158220 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Conner’s full registration record.