Nathaniel Cole Willson
Investment adviser representative at The Burney Company
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm 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 fee
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.
- The Burney CompanyOct 2025 to now
- Greerwalker LLPOct 2024 to Oct 2025
- Grant Thornton LLPSep 2021 to Oct 2024
- University of North Carolina At CharlotteSep 2020 to Aug 2021
- Clemson UniversityAug 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
The Burney Company
$3.6BAssets managed
1,926Clients
37Advisers
52 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
- 8185212
- Firm CRD
- 106945