William
Wolcott

Advisory Services Network

CRD#4051992
Investment Advisor
in Atlanta, GA

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About this Advisor

William Wolcott is a certified financial planner operating in Atlanta, Georgia who has 2 years of relevant experience. Wolcott is on the advisory team at Advisory Services Network. Throughout their career, Wolcott has worked at West Coast Financial Group, Lincoln Investment Planning, Inc and Advisory Services Network, LLC. Wolcott holds a Series 63 license, designating them as a securities broker, and is registered to serve investors in Florida. Advisory Services Network is a registered investment firm that has its headquarters in Atlanta, GA. The company has offices in 84 locations and a total of 212 employees. It administers $6 billion in total assets between its 22,847 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 21 charities and foundations. Of its 22,847 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types billed by Advisory Services Network likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6600 Peachtree Dunwoody Rd. Embassy Row 600, Suite 575
Atlanta, GA 30328

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Advisory Services Network Brokerage Details

Total Assets Under Management

$5,772,354,974

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

212

GA Average: 58
Total Number of Accounts

22,847

GA Average: 1,608
Average Account Size

$252,653

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Wolcott Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Advisory Services Network, LLC

2005 - 2021 (16 years)

Lincoln Investment Planning, Inc

2004 - 2021 (17 years)

West Coast Financial Group

2004 - 2021 (17 years)

West Coast Financial Group

*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 Wolcott 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 Advisory Services Network

Shannon Van Holstyn
Eagle River, AK
Adam Gross
Houston, TX
Mitchell Glasser
Atlanta, GA
Kaleb Bridgemohan
Tampa, FL
Kenneth Cordella
Atlanta, GA
John Knox
Atlanta, GA
Brian Moore
Atlanta, GA
Tony Graybeal
Rockledge, FL

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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