Kelli M Wright
Investment adviser representative at Willis Investment Counsel Inc
27 yearsExperience
1 stateRegistered in
$4.2BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Willis Investment Counsel IncSep 1999 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Willis Investment Counsel Inc
$4.2BAssets managed
241Clients
6Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4641985
- Firm CRD
- 111042