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WILLIS INVESTMENT COUNSEL INC
WILLIS INVESTMENT COUNSEL INC
GAINESVILLE, Georgia
·
9 registered advisors
·
CRD# 111042
SEC# 801-18528
0
770-718-0706
01
Firm Overview
AUM
$3.5B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Subscription fees
Other: FAMILY OFFICE, ADVISORY AND CONSULTING FEES
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WILLIS INVESTMENT COUNSEL INC
9 registered advisors
Brett Michael Slattery
GAINESVILLE, Georgia
CRD# 2758044
James Joseph Kilroy
GAINESVILLE, Georgia
CRD# 3049536
John Michael Lewis
GAINESVILLE, Georgia
CRD# 6380582
Kelli M Wright
GAINESVILLE, Georgia
CRD# 4641985
Natalie Rose Challen
GAINESVILLE, Georgia
CRD# 7307356
Peter D Miller
GAINESVILLE, Georgia
CRD# 4394393
Robert Thomas Willis
GAINESVILLE, Georgia
CRD# 2239387
Tracey Anna Patton
GAINESVILLE, Georgia
CRD# 7148206
Wendell Moore Starke
GAINESVILLE, Georgia
CRD# 1472109
05
Office Locations
GAINESVILLE, Georgia
9 advisors
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Data sourced from SEC Form ADV filings. WILLIS INVESTMENT COUNSEL INC (CRD# 111042) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.