William Cabot potter Haggin
Investment adviser representative at Atlanta Consulting Group Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$14.7BFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Atlanta Consulting Group Advisors, LLCApr 2026 to now
- Kingswood Capital PartnersApr 2026 to now
- Sunbelt Securities, Inc.Nov 2022 to Apr 2026
- Hand Family Companies LLCApr 2019 to Dec 2022
- Amtote International IncJul 2016 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (KY).
Atlanta Consulting Group Advisors, LLC
$14.7BAssets managed
364Clients
8Advisers
8 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
- 7662116
- Firm CRD
- 288169