Unclaimed Profile

Willie James Rountree

WEALTHQUEST FINANCIAL SERVICES, LLC·NORFOLK, Virginia

Clean recordWEALTHQUEST FINANCIAL SERVICES, LLC

555 MAIN STREET, NORFOLK, VA 23510CRD# 4472420Firm CRD# 116749

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Willie James Rountree · NORFOLK, VA

Registration

CRD #4472420 · WEALTHQUEST FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Willie James Rountree is a registered financial advisor based in NORFOLK, Virginia, affiliated with WEALTHQUEST FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEALTHQUEST FINANCIAL SERVICES, LLC

AUM

$537M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEALTHQUEST FINANCIAL SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4472420

Firm CRD# 116749

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Willie James Rountree offer?

Willie James Rountree specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORFOLK, Virginia for a consultation.

What are Willie James Rountree's credentials?

Willie James Rountree is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Willie James Rountree located?

Willie James Rountree is based in NORFOLK, Virginia, working with WEALTHQUEST FINANCIAL SERVICES, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Willie James Rountree charge for services?

Willie James Rountree's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHQUEST FINANCIAL SERVICES, LLC?

WEALTHQUEST FINANCIAL SERVICES, LLC has approximately 8 employees and manages $537M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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