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Natalie Rose Challen

WILLIS INVESTMENT COUNSEL INC·GAINESVILLE, Georgia
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710 GREEN STREET, GAINESVILLE, GA 30501CRD# 7307356Firm CRD# 111042
01

About

Natalie Rose Challen is a registered financial advisor based in GAINESVILLE, Georgia, affiliated with WILLIS INVESTMENT COUNSEL INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WILLIS INVESTMENT COUNSEL INC
WILLIS INVESTMENT COUNSEL INC
AUM
$3.5B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at WILLIS INVESTMENT COUNSEL INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Other: FAMILY OFFICE, ADVISORY AND CONSULTING FEES
Regulatory
SEC/IARD CRD# 7307356
Firm CRD# 111042
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Natalie Rose Challen offer?
Natalie Rose Challen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GAINESVILLE, Georgia for a consultation.
What are Natalie Rose Challen's credentials?
Natalie Rose Challen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Rose Challen located?
Natalie Rose Challen is based in GAINESVILLE, Georgia, working with WILLIS INVESTMENT COUNSEL INC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.
How does Natalie Rose Challen charge for services?
Natalie Rose Challen's firm is compensated through percentage of aum, subscription fees, other: family office, advisory and consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIS INVESTMENT COUNSEL INC?
WILLIS INVESTMENT COUNSEL INC has approximately 12 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GAINESVILLE
Tracey Anna Patton — WILLIS INVESTMENT COUNSEL INCRobert Thomas Willis — WILLIS INVESTMENT COUNSEL INCWendell Moore Starke — WILLIS INVESTMENT COUNSEL INCJames Joseph Kilroy — WILLIS INVESTMENT COUNSEL INCKelli M Wright — WILLIS INVESTMENT COUNSEL INC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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