Willis Investment Counsel Inc.

Willis Investment Counsel Inc. (CRD# 111042) is a financial advisory firm headquartered in Gainesville, GA. They manage $3,451,539,792 in 465 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
710 Green Street, Gainesville, GA 30501
http://www.wicinvest.com/
By the Numbers
  • Total Assets Under Management
    3,452
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $7,422,666
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, LA, NC, TN, TX

Financial Advisors at Willis Investment Counsel Inc.
Showing 1 - 6 of 6 top financial advisors.
1
James Kilroy, financial advisor Gainesville GA
James J. Kilroy
CRD#: 3049536
710 Green Street, Gainesville, GA 30501

James Kilroy (CRD# 3049536) is an Investment Advisor Representative working at Willis Investment Counsel Inc. in Gainesville, GA and has over 25 years of experience in the finance industry.

2
Brett Slattery, financial advisor Gainesville GA
Brett M. Slattery
CRD#: 2758044
710 Green Street, Gainesville, GA 30501

Brett Slattery (CRD# 2758044) is an Investment Advisor Representative working at Willis Investment Counsel Inc. in Gainesville, GA and has over 27 years of experience in the finance industry.

3
Robert Willis, financial advisor Gainesville GA
Robert T. Willis
CRD#: 2239387
710 Green Street, Gainesville, GA 30501

Robert Willis (CRD# 2239387) is an Investment Advisor Representative working at Willis Investment Counsel Inc. in Gainesville, GA and has over 31 years of experience in the finance industry.

4
Kelli Wright, financial advisor Gainesville GA
Kelli M. Wright
CRD#: 4641985
Wachovia Center, Suite 500, 340 Jesse Jewell Parkway, Gainesville, GA 30501

Kelli Wright (CRD# 4641985) is an Investment Advisor Representative working at Willis Investment Counsel Inc. in Gainesville, GA and has 1 year of experience in the finance industry.

5
John Lewis, financial advisor Gainesville GA
John M. Lewis
CRD#: 6380582
710 Green Street, Gainesville, GA 30501

John Lewis (CRD# 6380582) is an Investment Advisor Representative working at Willis Investment Counsel Inc. in Gainesville, GA and has over 9 years of experience in the finance industry.

6
Tracey Patton, financial advisor Gainesville GA
Tracey A. Patton
CRD#: 7148206
710 Green Street, Gainesville, GA 30501

Tracey Patton (CRD# 7148206) is an Investment Advisor Representative working at Willis Investment Counsel Inc. in Gainesville, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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