Willis Barnett Wiggins Dobbs

Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 09/2018
  Willis Dobbs & Co, Inc.
  Atlanta, GA
• 06/2012 → 09/2018
  Alston Capital Advisors, Llc
  Atlanta, GA
• 10/2018 → 12/2021
  Lakeview Capital Partners, Llc
  Atlanta, GA
• 12/2021 → Present
  Perigon Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 2018-11-02 → 2022-01-03
  Bison Wealth, Llc
  Atlanta, GA
• 2012-11-29 → 2018-10-02
  Alston Capital Advisors, Llc
  Atlanta, GA
  Atlanta, GA
• 2009-08-07 → 2012-03-06
  Wells Fargo Clearing Services, Llc
  Atlanta, GA

Other Businesses

Name: Independent Insurance Agent. Investment Related: No. Address: Atlanta, GA. Nature: Accident & Sickness and Life insurance. Position: Insurance Agent. Start: 10/2009. Approximate number of hours: 16 hours/month. Approximate hours during trading hours: 0 hours/month. Duties: Sales of insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-06

Designations

• Chartered Financial Analyst

Other Names

• Willis Dobbs