William B. Thacker
Investment adviser representative at Balentine
10 yearsExperience
1 stateRegistered in
$5.5BFirm assets
16 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
Experience
10 years in the industry.
- Balentine, LLCJun 2025 to now
- J.P. Morgan Securities LLCAug 2023 to Jun 2025
- JPMorgan Chase Bank, N.A.Aug 2023 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Aug 2023
- Bank of America, U.S. TrustAug 2017 to May 2019
- Ger Loftin Wealth Advisors LLCAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
Balentine
Legal name: Balentine LLC
$5.5BAssets managed
464Clients
18Advisers
16 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
- 6696112
- Firm CRD
- 152511