Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jones Debutts is a financial advisor with over 20 years of experience. William is currently registered with Edge Capital Group, LLC and NEW Edge Wealth, both based in Atlanta, Georgia. William has previously worked at City National Securities, Inc., Lydian Securities Company, and Morgan Stanley & Co., Incorporated. William specializes in providing financial planning, portfolio management, and insurance solutions to high-net-worth individuals, investment companies, charitable organizations, and corporations. William holds the Series 3, 7, 63, and 65 licenses.
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.
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.
Strategic management for diversified investment portfolios.
Consulting services, family office services, insurance solutions
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
10/30/2018 - Present
Edge Capital Group, LLC (ATLANTA GA)
CA
07/20/2007 - 03/09/2010
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
MD
01/18/2002 - 06/16/2006
LYDIAN SECURITIES COMPANY (ROCKVILLE MD)
NY
08/27/1998 - 10/30/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
06/06/1997 - 08/14/1997
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NC
05/10/1994 - 07/02/1996
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 03/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1998
Series 3 - National Commodity Futures Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Debutts is the right advisor for you? Invested Better is here to help.
