William
Whittaker Jr.
Aprio Wealth Management, LLC
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About this Advisor
William Whittaker Jr. is a financial advisor based in Atlanta, Georgia, working with Aprio Wealth Management, LLC. William has previously held positions at John Hancock, The Greenbrier, John Hancock Distributors LLC, Aprio Wealth Management, LLC, Aprio Risk Management, LLC, and Aprio, Llp. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, William is part of Aprio Wealth Management, LLC, which operates out of Atlanta, Georgia. The firm has 11 offices and 30 employees. The firm manages assets totaling $1.8 billion and 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, pension consulting services, and educational seminars. The fee structure at Aprio Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aprio Wealth Management, LLC Brokerage Details
$1,835,159,664
30
2,121
$865,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
William Whittaker Jr. Work History
Aprio Wealth Management, LLC
Aprio Risk Management, LLC
Aprio, Llp
John Hancock
John Hancock Distributors LLC
The Greenbrier
Disclosures
Please visit the SEC profile of William Whittaker Jr. 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 Aprio Wealth Management, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Rockville, MD
Atlanta, GA
Atlanta, GA
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