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Inactive

William Lee Medcalf

Wiser Wealth Management, Inc

Marietta, GA

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Current Employers
Wiser Wealth Management, Inc

125 Church St Suite 220, Marietta, GA 30060 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-04
  • GA RA
    APPROVED
    Since 2025-06-04

Branch Locations

125 Church St Suite 220, Marietta, GA 30060 • 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
Wiser Wealth Management, Inc. Marietta GA 06/2023 Present
Turner & Patat, P.C. Athens GA 01/2023 05/2023
Elwood & Goetz Wealth Advisory Group Athens GA 08/2022 12/2022
Raymond James Winder GA 06/2022 08/2022
University Of Georgia Athens GA 08/2020 05/2023
Mccallum Group Inc. Alpharetta GA 05/2021 08/2021
Chick-Fil-A Cumming GA 05/2020 05/2021
University Of North Georgia Cumming GA 04/2019 05/2020
Cracker Barrel Cumming GA 03/2018 03/2020
The Workingman's Store Hanford CA 08/2016 11/2017
Geneva Classical Academy Cumming GA 12/2014 05/2018
University Of North Georgia Cumming GA 08/2018 05/2020
  • 06/2023 → Present
    Wiser Wealth Management, Inc.
    Marietta, GA
  • 01/2023 → 05/2023
    Turner & Patat, P.C.
    Athens, GA
  • 08/2022 → 12/2022
    Elwood & Goetz Wealth Advisory Group
    Athens, GA
  • 06/2022 → 08/2022
    Raymond James
    Winder, GA
  • 08/2020 → 05/2023
    University Of Georgia
    Athens, GA
  • 05/2021 → 08/2021
    Mccallum Group Inc.
    Alpharetta, GA
  • 05/2020 → 05/2021
    Chick-Fil-A
    Cumming, GA
  • 04/2019 → 05/2020
    University Of North Georgia
    Cumming, GA
  • 03/2018 → 03/2020
    Cracker Barrel
    Cumming, GA
  • 08/2016 → 11/2017
    The Workingman's Store
    Hanford, CA
  • 12/2014 → 05/2018
    Geneva Classical Academy
    Cumming, GA
  • 08/2018 → 05/2020
    University Of North Georgia
    Cumming, GA
Designations

View on SEC IAPD

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ANOVEST INVESTMENT ADVISORS
THIRD ACT RETIREMENT PLANNING, INC.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.

Other Investors

WILLIAM SAMUEL ALLEN
JONATHAN ANDREW BRUMMEL
ATHANASIOS NICK BAFAS
JOHN MICHAEL DICZOK
LOIS ANN BAFAS
CHRISTOPHER DENNIS WRIGHT
BENITO CANALES
Erica L Carson

Other Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA
OSAIC WEALTH, INC. · MARIETTA, GA
WELLS FARGO CLEARING SERVICES, LLC · MARIETTA, GA
EDWARD JONES · Marietta, GA
FIFTH THIRD SECURITIES, INC. · MARIETTA, GA
TRUIST ADVISORY SERVICES, INC. · MARIETTA, GA

More in Marietta, GA

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