WP
CFP
WP
CFP
William Pettyjohn
33 Years of Experience
Atlanta, GA
2 DisclosuresBroker
William Pettyjohn is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
3424 Peachtree Rd, Ste 775, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2001Settled
Customer Dispute
August 1999Denied
Other Business Activities
William has a 33% ownership stake in BPC Wealth Management, LLC since 2015. He dedicates about a quarter of his time to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2015 - Present · 11 yrs
Wells Fargo Advisors
May 2015 - Present · 11 yrs
Previous Registrations
Wells Fargo Advisors, LLC
July 2010 - May 2015 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
July 2010 - May 2015 · 4 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.
November 2003 - June 2009 · 5 yrs 7 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
UBS Painewebber INC.Broker
August 2000 - March 2001 · 7 mos
J.C. Bradford & CO.Broker
May 1997 - August 2000 · 3 yrs 3 mos
Interstate/johnson Lane CorporationBroker
August 1992 - May 1997 · 4 yrs 9 mos
State Registrations23 states
ALARCACODCFLGAKYLAMAMDMNMOMSNCNJNYOHSCTNTXVAVirgin Islands
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.