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Alan John Conner

Novapoint Capital LLC

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About Alan John Conner

Alan John Conner is an Investment Advisor Representative with Novapoint Capital LLC in Atlanta, Georgia. Alan has been working in the financial industry for over 30 years and holds Series 7 and Series 63 licenses. Alan has a proven track record of success in providing investment advice to individuals, corporations, and charitable organizations. Alan specializes in investment management, financial planning, and portfolio management for businesses and individuals. Alan has worked with clients in several states including Georgia, Texas, and California.

Firm Information

Alan Conner is currently registered with Novapoint Capital LLC. Novapoint Capital LLC is an investment advisory firm located in Atlanta, Georgia. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and other investment advisors. As of their latest reporting, the firm manages approximately $384 million in assets for over 700 accounts.
Novapoint Capital LLC

1175 PEACHTREE ST NE

ATLANTA, GA 30361

$384.07M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Conner’s Registration & Firm History

GA

12/19/2016 - Present

Novapoint Capital LLC (ATLANTA GA)

GA

07/17/2002 - 10/04/2002

THOMAS SECURITIES, LLC (ATLANTA GA)

CA

05/31/2000 - 12/12/2001

COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)

MI

04/27/1999 - 06/09/2000

OROSEY & PEPE CAPITAL MARKETS, INC. (ROCHESTER MI)

NA

03/11/1999 - 04/05/1999

OROSEY & PEPE CAPITAL MARKETS, INC.

FL

10/22/1992 - 03/21/1999

THOS. K. WASSERMAN & ASSOCIATES, INC. (BOYNTON BEACH FL)

MO

12/20/1991 - 11/09/1992

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 09/28/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan John Conner.
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