WC
WC
William Callaway
18 Years of Experience
Atlanta, GA
Broker
William Callaway is a registered investment advisor at Virtus Investment Advisers, LLC, based in Atlanta, GA, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 105 clients with $54B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
80 advisors
IM Fee
Planning only
Assets Under Management
$54.0B
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Location
3333 Piedmont Road Ne, Suite 1500, Atlanta, GA, 30305
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Virtus Investment Advisers, LLC
November 2018 - Present · 7 yrs 6 mos
Vp Distributors LLC
June 2017 - Present · 8 yrs 11 mos
Vp Distributors LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Virtus Fund Advisers, LLC
August 2015 - November 2018 · 3 yrs 3 mos
Ridgeworth Distributors LLCBroker
August 2015 - June 2017 · 1 yr 10 mos
Yieldquest Advisors, LLC
February 2009 - December 2013 · 4 yrs 10 mos
Yieldquest Securities, LLCBroker
December 2007 - July 2015 · 7 yrs 7 mos
State Registrations7 states
CTGAIAILMONJNY
AdvisorBroker
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.