Dexter
Conner
Goldman Sachs Personal Financial Management
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About this Advisor
Dexter Conner is a financial advisor based in Peachtree Corners, Georgia with 1 year of industry experience. Conner is on the advisory team at Goldman Sachs Personal Financial Management. Conner has gained experience at Faith In Dreams Edutainment (Self Employed), Gorgeous Culture, M&T Bank (Formerly: Wilmington Trust, N.A.), M&T Securities, Inc, Lpl Financial, LLC and Morgan Stanley. Conner maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Goldman Sachs Personal Financial Management is a registered investment business based out of Newport Beach, CA. The firm has offices in 87 locations and a total of 727 financial advisors. It manages $13 billion in total assets across its 82,991 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 153 charitable organizations. Of its 82,991 accounts, 17% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice vary depending on which services the firm provides the client. However, fee types billed by Goldman Sachs Personal Financial Management may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Dexter Conner Work History
Dexter has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
M&T Bank (Formerly: Wilmington Trust, N.A.)
Faith In Dreams Edutainment (Self Employed)
M&T Securities, Inc
Morgan Stanley
Gorgeous Culture
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dexter Conner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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