William
Pickens
Gerber/Taylor Management LLC
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About this Advisor
William Pickens is a financial advisor operating out of Memphis, Tennessee who has 1 year of relevant experience. Pickens is currently employed by Gerber/Taylor Management LLC. Pickens has gained experience at Gerber/Taylor Associates LLC and Gerber/Taylor Management LLC. Pickens holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Tennessee. Gerber/Taylor Management LLC is an advisory business operating out of Memphis, TN. The company has offices in two locations and a total of 41 advisors. It handles $9 billion in total assets across its 220 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 220 client accounts, 26% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company has a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which services are offered. However, fees charged by Gerber/Taylor Management LLC can include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gerber/Taylor Management LLC Brokerage Details
$9,208,094,171
41
220
$41,854,974
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Pickens Work History
William has been registered as a financial advisor for 1 years.*
Gerber/Taylor Management LLC
Gerber/Taylor Associates LLC
*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 Pickens 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 Gerber/Taylor Management LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
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