William
Pickens
Gerber/Taylor Management LLC
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About this Advisor
William Pickens is a financial advisor based in Memphis, Tennessee, working with Gerber/Taylor Management LLC. William has previously held positions at Gerber/Taylor Associates LLC and Gerber/Taylor Management LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, William is part of Gerber/Taylor Management LLC, which operates out of Memphis, Tennessee. The firm has 1 office and 42 employees. The firm manages assets totaling $10.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Gerber/Taylor Management LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gerber/Taylor Management LLC Brokerage Details
$10,409,129,905
42
208
$50,043,894
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
Gerber/Taylor Management LLC
Gerber/Taylor Associates LLC
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
The content in this profile was updated by SmartAsset on 6/19/2024. 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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