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Tracey Anna Patton

WILLIS INVESTMENT COUNSEL INC·GAINESVILLE, Georgia
Series 65Clean record3 years registeredWILLIS INVESTMENT COUNSEL INC
710 GREEN STREET, GAINESVILLE, GA 30501CRD# 7148206Firm CRD# 111042

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracey Anna Patton · GAINESVILLE, GA
Registration
CRD #7148206 · WILLIS INVESTMENT COUNSEL INC · 3 years registered
Brand Profile
Not yet started
01

Career History

WILLIS INVESTMENT COUNSEL INC
Apr 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 20, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLIS INVESTMENT COUNSEL INC
CRD 111042 · SEC 801-18528
AUM
$3.5B
Regulatory assets under management
Employees
12
465 client accounts
Services offered by WILLIS INVESTMENT COUNSEL INC
Per Form ADV
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
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WILLIS INVESTMENT COUNSEL INC →
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05

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 at WILLIS INVESTMENT COUNSEL INC

Kelli M Wright
GAINESVILLE, GA
Robert Thomas Willis
GAINESVILLE, GA
James Joseph Kilroy
GAINESVILLE, GA
Peter D Miller
GAINESVILLE, GA
Brett Michael Slattery
GAINESVILLE, GA
John Michael Lewis
GAINESVILLE, GA
CFA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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