AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
WB

William Hayes Beebe

PREFERRED CAPITAL SECURITIES
ATLANTA, GA
·CRD# 8137702·1 year registered

Professional Summary

William Hayes Beebe, who also goes by Will Beebe, is a registered financial advisor currently at PREFERRED CAPITAL SECURITIES, LLC located in Atlanta, Georgia. William is registered as a RR (Registered Representative) and started their career in finance in 2025. William has worked at 1 firm and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Will Beebe

Blog Corner

More Resources

Similar Advisors

Robert L Busby
AdvisorCheck Check Mark
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
View profile
Stephen Derek Johnson
AdvisorCheck Check Mark
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
George Christian Mauser
AdvisorCheck Check Mark
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Andrew Johnson
AdvisorCheck Check Mark
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert L Busby
AdvisorCheck Check Mark
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
Stephen Derek Johnson
AdvisorCheck Check Mark
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
George Christian Mauser
AdvisorCheck Check Mark
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Andrew Johnson
AdvisorCheck Check Mark
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert L Busby
AdvisorCheck Check Mark
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
Stephen Derek Johnson
AdvisorCheck Check Mark
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
George Christian Mauser
AdvisorCheck Check Mark
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Andrew Johnson
AdvisorCheck Check Mark
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert L Busby
AdvisorCheck Check Mark
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
Stephen Derek Johnson
AdvisorCheck Check Mark
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
George Christian Mauser
AdvisorCheck Check Mark
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Andrew Johnson
AdvisorCheck Check Mark
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#

Years of Experience

1 years registered in the securities industry

Current & Past Employments

Current

PREFERRED CAPITAL SECURITIES, LLCCurrent·CRD# 169719
BD
1. 3290 Northside Parkway, Nw Suite 800, Atlanta, GA 303272. 3290 Northside Parkway Nw Suite 800, Atlanta, GA 30327
December 11, 2025 - Present

Similar Advisors

Robert L Busby
AdvisorCheck Check Mark
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
Stephen Derek Johnson
AdvisorCheck Check Mark
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
George Christian Mauser
AdvisorCheck Check Mark
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Andrew Johnson
AdvisorCheck Check Mark
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#

Current Firm

PC
PREFERRED CAPITAL SECURITIES, LLC

PREFERRED CAPITAL SECURITIES, LLC

CRD#: 169719 / SEC#: 8-69382
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327

Mailing Address

3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327

Phone Number

(855) 330-6594

Established

Georgia since 09/17/2013

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BADGER CREEK HOLDINGS, LLCSOLE OWNER—
BEATON, DANIEL STEWARTFINOP4240769
GRABER, ERIC RYANPRESIDENT4576496
MCLEAN, CLAIRE ETHRIDGECHIEF OPERATIONS OFFICER7810116
SMALL, ORIT HEATHERCHIEF COMPLIANCE OFFICER2786459
SMITH, JEFFERY ALLENCHIEF EXECUTIVE OFFICER4039773

Similar Advisors

Robert L Busby
AdvisorCheck Check Mark
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
Stephen Derek Johnson
AdvisorCheck Check Mark
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
George Christian Mauser
AdvisorCheck Check Mark
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Andrew Johnson
AdvisorCheck Check Mark
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Robert L Busby
AdvisorCheck Check Mark
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
Stephen Derek Johnson
AdvisorCheck Check Mark
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
George Christian Mauser
AdvisorCheck Check Mark
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Andrew Johnson
AdvisorCheck Check Mark
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(1/6/2026)
RR
Arkansas
(1/6/2026)
RR
California
(1/6/2026)
RR
Colorado
(1/6/2026)
RR
Georgia
(12/11/2025)
RR
Hawaii
(1/6/2026)
RR
Louisiana
(1/6/2026)
RR
Nevada
(1/6/2026)
RR
New Mexico
(1/6/2026)
RR
Oklahoma
(1/6/2026)
RR
Texas
(1/6/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2025About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2025About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2025About the SIE exam
FINRA
SRO Registrations

Similar Advisors

Robert L Busby
AdvisorCheck Check Mark
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
Stephen Derek Johnson
AdvisorCheck Check Mark
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
George Christian Mauser
AdvisorCheck Check Mark
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Andrew Johnson
AdvisorCheck Check Mark
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view William Hayes Beebe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Robert L Busby
AdvisorCheck Check Mark
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
Stephen Derek Johnson
AdvisorCheck Check Mark
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
George Christian Mauser
AdvisorCheck Check Mark
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Andrew Johnson
AdvisorCheck Check Mark
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#