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Willie James Rountree

WEALTHQUEST FINANCIAL SERVICES, LLC·NORFOLK, Virginia
Unclaimed Profile
555 MAIN STREET, NORFOLK, VA 23510CRD# 4472420Firm CRD# 116749
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHQUEST FINANCIAL SERVICES, LLC
WEALTHQUEST FINANCIAL SERVICES, LLC
AUM
$537M
Regulatory assets under management
Employees
8
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4472420
Firm CRD# 116749
No disclosures on file
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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Other advisors in NORFOLK
David Eugene Thiel — CAPES CAPITAL MANAGEMENT, INC.Theodore Carlyle Turnage — WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCLawrence Albert Bernert — WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCDavid James Kyle Elliott — WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCEmmet Francis Martin — LAFAYETTE ADVISORS LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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