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Tracey Anna Patton

WILLIS INVESTMENT COUNSEL INC·GAINESVILLE, Georgia
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710 GREEN STREET, GAINESVILLE, GA 30501CRD# 7148206Firm CRD# 111042
01

About

Tracey Anna Patton 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# 7148206
Firm CRD# 111042
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tracey Anna Patton offer?
Tracey Anna Patton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GAINESVILLE, Georgia for a consultation.
What are Tracey Anna Patton's credentials?
Tracey Anna Patton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracey Anna Patton located?
Tracey Anna Patton 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 Tracey Anna Patton charge for services?
Tracey Anna Patton'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
Robert Thomas Willis — WILLIS INVESTMENT COUNSEL INCWendell Moore Starke — WILLIS INVESTMENT COUNSEL INCJames Joseph Kilroy — WILLIS INVESTMENT COUNSEL INCKelli M Wright — WILLIS INVESTMENT COUNSEL INCDwayne Todd Ferguson — JT STRATFORD, LLC
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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