Paul Clayton Conner

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Connor Financial
  Clanton, AL
• 03/2023 → Present
  Arete Wealth Advisors, Llc
  Chicago, IL
• 02/2020 → Present
  Center Street Advisors, Inc.
  Nashville, TN

Previous Registrations

• 2020-03-12 → 2023-06-16
  Center Street Advisors, Inc.
  Vestavia Hills, AL
  Nashville, TN
• 2010-02-18 → 2010-11-05
  Wfg Advisors, Lp
  Clanton, TX
• 2008-11-06 → 2010-02-18
  First Legacy Securities, Llc
  Montgomery, AL
  Clanton, AL
• 2006-10-06 → 2008-09-26
  Sunset Financial Services, Inc.
  Clanton, AL
  Helena, AL
  Clanton, AL

Other Businesses

Connor Financial. dba. Insurance Agent, approx 40 hours per week. 11/2013 date started. Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-02
• S63 Uniform Securities Agent State Law Examination
  2004-06-21