William Tucker (CRD# 1576023) is an Investment Advisor Representative working at Sequent Planning, LLC in Alpharetta, GA and has over 33 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequent Planning LLC | Alpharetta, GA | Jan 2023 - Current | 1 |
| Woodville Group, LLC | Canton, GA | Oct 2009 - Current | 14 |
| Catalyst Wealth Management | Atlanta, GA | Jun 2021 - Jan 2023 | 1 |
| Retirement Wealth Advisors, Inc. | Canton, GA | Jul 2017 - Jun 2021 | 3 |
| Asset Management Strategies Inc. | Canton, GA | Mar 2013 - Dec 2016 | 3 |
| Metlife Securities | Atlanta, GA | Mar 2016 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- GA
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Total Assets Under Management373MILLIONS
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Total Number of Accounts4,279ACCOUNTS
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Average Account Value$87,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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