William
Mckinney

Homrich Berg

CRD#4955347
Investment Advisor
in Atlanta, GA

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About this Advisor

William Mckinney is a financial advisor working out of Atlanta, Georgia with a total of 1 year of relevant experience. Mckinney works at Homrich Berg. During their career, the advisor has held roles at Carroll Financial Associates, Cetera Advisor Networks LLC, Rsm Us Wealth Management LLC and Gratus Capital, LLC. Mckinney holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Homrich Berg is a registered investment firm operating out of Atlanta, GA. The company has offices in four locations and a total of 171 people on staff. It handles $13 billion in assets under management across its 15,429 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 89 charities and foundations. Of its 15,429 client accounts, 59% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Homrich Berg offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules are based on which services the firm provides the client. Fees charged by Homrich Berg most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3550 Lenox Rd Suite 2700
Atlanta, GA 30326

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Homrich Berg Brokerage Details

Total Assets Under Management

$12,528,313,663

GA Average: $3,570,121,308
Total Number of Employees

171

GA Average: 58
Total Number of Accounts

15,429

GA Average: 1,608
Average Account Size

$811,998

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

William Mckinney Work History

William has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Gratus Capital, LLC

2017 - 2019 (2 years)

Rsm Us Wealth Management LLC

2013 - 2017 (4 years)

Cetera Advisor Networks LLC

2010 - 2017 (7 years)

Carroll Financial Associates

*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 William Mckinney 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 Homrich Berg

Michael Landsberg
Atlanta, GA
Stephen Sullivan
Atlanta, GA
Thomas Houle
Atlanta, GA
Brandon Cooper
Atlanta, GA
Philip Clinkscales
Atlanta, GA
David Kochamba
Atlanta, GA
James Pullen
Alpharetta, GA
Kory Gildea
Atlanta, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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