Conor Renn (CRD# 7664383) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Katy, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wbh Advisory, Inc. | Katy, TX | Jun 2022 - Current | 1 |
| Baldwin Investment Management, LLC | Conshohocken, PA | May 2015 - May 2022 | 7 |
| Bloomsburg University | Bloomsburg, PA | Sep 2012 - May 2015 | 2 |
| Wawa Inc. | Ambler, PA | Jan 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- TX
-
Total Assets Under Management1,294MILLIONS
-
Total Number of Accounts2,220ACCOUNTS
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Average Account Value$583,098
- 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
CA, CO, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA
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