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Wendell Moore Starke

WILLIS INVESTMENT COUNSEL INC·GAINESVILLE, Georgia
Clean recordWILLIS INVESTMENT COUNSEL INC
710 GREEN STREET, GAINESVILLE, GA 30501CRD# 1472109Firm CRD# 111042

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendell Moore Starke · GAINESVILLE, GA
Registration
CRD #1472109 · WILLIS INVESTMENT COUNSEL INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wendell Moore Starke 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.

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Focus Areas

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

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03

Firm Overview

Firm
WILLIS INVESTMENT COUNSEL INC
WILLIS INVESTMENT COUNSEL INC
AUM
$3.5B
Regulatory assets under management
Employees
12
Total firm employees
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# 1472109
Firm CRD# 111042
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wendell Moore Starke offer?
Wendell Moore Starke specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GAINESVILLE, Georgia for a consultation.
What are Wendell Moore Starke's credentials?
Wendell Moore Starke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendell Moore Starke located?
Wendell Moore Starke 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 Wendell Moore Starke charge for services?
Wendell Moore Starke'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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