Tracey
Patton
Willis Investment Counsel Inc
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About this Advisor
Tracey Patton is a financial advisor based in Gainesville, Georgia, working with Willis Investment Counsel Inc. Tracey has previously held positions at Willis Investment Counsel and Willis Investment Counsel Inc. Tracey has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Tracey is part of Willis Investment Counsel Inc, which operates out of Gainesville, Georgia. The firm has 11 employees and manages assets totaling $3.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Willis Investment Counsel Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Willis Investment Counsel Inc Brokerage Details
$3,451,539,792
11
465
$7,422,666
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Tracey Patton Work History
Willis Investment Counsel Inc
Willis Investment Counsel
Disclosures
Please visit the SEC profile of Tracey Patton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Willis Investment Counsel Inc
Gainesville, GA
Gainesville, GA
Gainesville, GA
Gainesville, GA
Gainesville, GA
Gainesville, GA
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