Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Anna Patton is an Investment Advisor Representative associated with Willis Investment Counsel Inc. and has been with the firm since June 2012. Tracey Patton is registered to provide investment advisory services in Georgia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Other firms manage part of the item 5f amount for which we also have management and/or advisory responsibility.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Family office, advisory and consulting fees
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GA
04/20/2023 - Present
Willis Investment Counsel Inc. (GAINESVILLE GA)
IA
Issued 03/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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