Willis Financial Services, Inc.
Willis Financial Services, Inc. (CRD# 155501) is a financial advisory firm headquartered in Clayton, CA. They manage $53,161,628 in 265 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management53MILLION
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Total Number of Accounts265ACCOUNTS
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Average Account Value$200,610
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
Steven Willis (CRD# 4716524) is an Investment Advisor Representative working at Willis Financial Services, Inc. in Clayton, CA and has over 20 years of experience in the finance industry. Steven Willis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.