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William David Wolcott

Advisory Services Network

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About William David Wolcott

William Wolcott is a financial advisor who provides financial planning, portfolio management for individuals, and selection of other advisors. William is a Certified Financial Planner® and is registered with Advisory Services Network. William has been in the financial industry since 1999 and has experience with Lincoln Investment Planning, Inc. and West Coast Financial Group.

Firm Information

William Wolcott is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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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William Wolcott’s Registration & Firm History

GA

09/20/2021 - Present

Advisory Services Network (ATLANTA GA)

FL

09/27/2005 - 09/16/2021

LINCOLN INVESTMENT (LUTZ FL)

CA

11/01/2004 - 09/26/2005

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

MD

11/08/1999 - 09/29/2004

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 05/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2004

Series 7 - General Securities Representative Examination

BC

Issued 11/05/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William David Wolcott.
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