UBS Financial Services
47yrs
Top 1% by experience in Atlanta
10yrs
William Thacker is a fiduciary financial advisor in Atlanta, Georgia, with 10 years in the industry. After two years at J.P. Morgan Securities and four years at Merrill, William joined Balentine in 2025, a firm offering financial planning, investment management, and private fund management. Balentine reports being paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 50% of advisors at Balentine
Office3344 Peachtree Road NE Suite 2200, Atlanta, GA 30326
FirmBalentine
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$9.11 million
Advisors at the firm18
States licensed ?1 state
Services through Balentine
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowBalentineCurrent firm
- Aug 2023 – May 2025J.P. Morgan Securities LLCPreviously
- 2019 – 2023MerrillPreviously
- Apr 2017 – Jul 2017
Contact William
(404) 537-4800Balentine main office 3344 Peachtree Road NE Suite 2200Atlanta, GA 30326Office · Get directions Facebook pageBalentine
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Questions to ask William
Tailored to William’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Balentine at (404) 537-4800 and ask for William Thacker. William works from the Atlanta, GA office.
How long has William been a financial advisor?
William has been in the industry since 2017, about 10 years. More experience than 50% of advisors at Balentine.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Balentine reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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