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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Levine is an investment advisor representative associated with Homrich Berg. William has over 20 years of experience in the financial services industry. William is licensed to provide investment advisory services in Georgia and Texas. William specializes in financial planning, portfolio management for individuals, businesses, investment companies, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Bill pay services
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.
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GA
12/03/2023 - Present
Homrich Berg (ATLANTA GA)
GA
10/23/2015 - 09/07/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
10/01/2008 - 10/15/2015
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
03/27/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (ATLANTA GA)
GA
07/27/2001 - 03/29/2006
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
12/03/1998 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 02/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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