Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Vogel is a financial advisor at Montag & Caldwell, LLC, with over 30 years of experience. William is a Registered Investment Advisor in Georgia and Texas. William holds a Series 65 license and is a Chartered Financial Analyst and Chartered Investment Counselor. William is actively involved in various investment committees including the United Methodist Higher Education Foundation, United Methodist General Council on Finance and Administration, Georgia United Methodist Foundation and the Vogel Family Foundation. William is also a 20% owner of European Coffeehouses Worldwide and a member of the Investra Investment Club. William has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit sharing plans, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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GA
06/30/1994 - Present
Montag & Caldwell, LLC (ATLANTA GA)
IA
Issued 01/21/1993
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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