Best Investors Account Sign in
Inactive

Kelli M Wright

Willis Investment Counsel Inc

Gainesville, GA

CRD 4641985

Claim This Profile
Employer firm

Willis Investment Counsel Inc CRD 111042

$4.23B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Willis Investment Counsel Inc

710 Green Street, Gainesville, GA 30501 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2003-03-18
  • GA RA
    APPROVED
    Since 2003-03-18

Branch Locations

Wachovia Center, Suite 500 340 Jesse Jewell Parkway, Gainesville, GA 30501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Willis Investment Counsel Gainesville GA 09/1999 Present
  • 09/1999 → Present
    Willis Investment Counsel
    Gainesville, GA

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

JOHN THOMAS THOMAS TURNER
Kimberly D McDonald
MICHAEL R SCHAK

Nearby Offices

MORGAN STANLEY · Gainesville, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GAINESVILLE, GA
RAYMOND JAMES & ASSOCIATES, INC. · Gainesville, GA

More in Gainesville, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor