linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Will E Settle

Woodmont Investment Counsel, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Will? Claim Your Profile

About Will E Settle

Will Settle is a financial advisor who has been in the industry for over 20 years. Will has experience working with various clients including high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. Will is currently registered as an Investment Advisor Representative with Woodmont Investment Counsel, LLC and is located in Nashville, TN. Will has a series 63, 65, and 7 license. Woodmont Investment Counsel, LLC specializes in financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Will Settle is currently registered with Woodmont Investment Counsel, LLC. Woodmont Investment Counsel, LLC is an investment advisor headquartered in Nashville, TN. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. As of their latest filing, they manage approximately $1.41 billion in assets for a total of 1,299 clients, primarily consisting of high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They also provide services to corporations or other businesses.
Woodmont Investment Counsel, LLC

3825 BEDFORD AVE

NASHVILLE, TN 37215

$1.41B

Assets Under Management

Not reported

Total Clients

12

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Will Settle’s Registration & Firm History

TN

12/21/2011 - Present

Woodmont Investment Counsel, LLC (NASHVILLE TN)

FL

04/17/2001 - 03/26/2002

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

GA

08/28/2000 - 04/16/2001

SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)

Not sure if Will E Settle is right for you?

Licenses & Designations

IA

Issued 12/20/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Will E Settle.
Not sure if Will E Settle is right for you?