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Richard Kramer Whitehead

Willis Investment Counsel Inc.

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About Richard Kramer Whitehead

Richard Kramer Whitehead is a registered Investment Advisor Representative with Willis Investment Counsel Inc. Richard is registered in Georgia and has been in the financial industry since January 1990. Richard has experience in portfolio management for individuals, businesses, and pooled investment vehicles. He provides financial planning and pension consulting services. Richard also offers educational seminars and publishes periodicals related to financial topics. In addition to his work as an investment advisor, Richard is also a real estate owner and landlord. Richard's previous experience includes work with Whitehead Die Casting Co., Inc. and Willis Investment Counsel.

Firm Information

Richard Whitehead is currently registered with Willis Investment Counsel Inc.. Willis Investment Counsel Inc. is an investment advisor based in Gainesville, GA. They provide financial planning, pension consulting, and educational seminars. Their advisory services include portfolio management for businesses, individuals, and pooled investment vehicles. The firm has approximately $3.45 billion in regulatory assets under management. They manage accounts for corporations, individuals, insurance companies, charitable organizations, and pension and profit sharing plans.
Willis Investment Counsel Inc.

710 GREEN STREET

GAINESVILLE, GA 30501

$3.45B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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other firms manage part of the item 5f amount for which we also have management and/or advisory responsibility.

Other firms manage part of the item 5f amount for which we also have management and/or advisory responsibility.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Family office, advisory and consulting fees

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Richard Whitehead’s Registration & Firm History

GA

08/08/2024 - Present

Willis Investment Counsel Inc. (GAINESVILLE GA)

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Licenses & Designations

IA

Issued 08/01/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Kramer Whitehead.
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