Gerald WillisCRD Number: 1981648
Current Firm: H.d. Vest Advisory Services, Inc.
Gerald Willis (CRD# 1981648) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Cherry Hill, NJ and has over 24 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Sensenig Capital Advisors, Inc.
|Harrison Mauro & Morgan Pa||Voorhees, NJ||Sep 2014 - Current||3|
|H.d. Vest Advisory Services||Cherry Hill, NJ||Sep 1993 - Current||24|
|H.d. Vest Investment Services||Gibbsboro, NJ||May 1992 - Current||25|
|Self Employed - Accountant||Voorhees, NJ||Oct 1981 - Current||36|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Dec 1993|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- 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, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV