John Willis (CRD# 7797847) is an Investment Advisor Representative working at Coho Advisory Services, LLC in Anchorage, AK and has over 2 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coho Advisory Services | Fort Worth, TX | Aug 2023 - Current | < 1 |
| Coho Financial Group | Anchorage, TX | Mar 2021 - Current | 3 |
| Higginbotham | Fort Worth, TX | Aug 2017 - Mar 2021 | 3 |
| N/a | N/a, XX | Sep 2016 - Jul 2017 | < 1 |
| Tcu | Fort Worth, TX | Aug 2014 - Aug 2016 | 2 |
| All Saints Episcopal School | Fort Worth, TX | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$97,321
- A percentage of assets under your management
- 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)
AK, ID, NV, TX, WA
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