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William Gregory Whittaker jr.

Aprio Wealth Management, LLC

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About William Gregory Whittaker jr.

William Gregory Whittaker jr. is a financial advisor currently affiliated with Aprio Wealth Management, LLC. William Whittaker jr. has been in the industry since June 2015 and is registered with the state of Georgia. William Whittaker jr. has also been affiliated with John Hancock Distributors LLC and has a Series 63, Series 65, Series 7 and SIE exam license. William Whittaker jr. specializes in providing financial planning, pension consulting and educational seminars.

Firm Information

William Whittaker jr. is currently registered with Aprio Wealth Management, LLC. Aprio Wealth Management, LLC is an investment advisory firm headquartered in Atlanta, Georgia. They manage over $1 billion in assets for clients such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars.
Aprio Wealth Management, LLC

2002 SUMMIT BOULEVARD

ATLANTA, GA 30319

$1.84B

Assets Under Management

Not reported

Total Clients

20

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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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 Whittaker jr.’s Registration & Firm History

GA

10/30/2019 - Present

Aprio Wealth Management, LLC (ATLANTA GA)

GA

12/01/2015 - 08/07/2019

JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 10/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Gregory Whittaker jr..
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