Stewart Willis (CRD# 6882057) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Surprise, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpha1 Tax & Wealth Management | Denver, CO | May 2022 - Current | 1 |
| Asset Preservation Tax & Retirement Services | Phoenix, AZ | Sep 2018 - Current | 5 |
| Asset Preservation Wealth & Tax | Surprise, AZ | Jul 2018 - Current | 5 |
| Foundations Investment Advisors, LLC | Scottsdale, AZ | Feb 2018 - Current | 6 |
| Gateway Financial | Phoenix, AZ | Jul 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- AZ
- CA
- CO
- NV
- TX
-
Total Assets Under Management5,442MILLIONS
-
Total Number of Accounts42,079ACCOUNTS
-
Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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