Woodson
Whitehead
Hightower Advisors, LLC
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About this Advisor
Woodson Whitehead is a financial advisor operating in Memphis, Tennessee with 4 years of relevant experience. Whitehead is currently employed by Hightower Advisors, LLC. Their career trajectory has included roles at Green Square Capital and Hightower Advisors LLC. Whitehead holds a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Tennessee. Hightower Advisors, LLC is an advisory business based in Chicago, IL. The investment advisory business has offices in 100 locations and a total of 1,700 financial advisors. It controls $105 billion in assets under management between its 144,757 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 474 charities and foundations. Of its 144,757 customer accounts, just 13% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees typically are based on which services the firm provides the client. However, fees billed by Hightower Advisors, LLC likely are comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hightower Advisors, LLC Brokerage Details
$105,230,209,755
1,700
144,757
$726,944
Investment Advisory Services
- Financial planning 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
- Other
Woodson Whitehead Work History
Woodson has been registered as a financial advisor for 4 years.*
Hightower Advisors LLC
Green Square Capital
*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 Woodson Whitehead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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