Willis Opp (CRD# 353104) is an Investment Advisor Representative working at Bill Opp Fixed Income Advisory Service, LLC in Golden, CO and has over 34 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bill Opp Fixed Income Advisory Service, LLC | Golden, CO | Dec 2008 - Current | 15 |
| Retired/unemployed | Golden, CO | Apr 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
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Total Assets Under Management299MILLIONS
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Total Number of Accounts2ACCOUNTS
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Average Account Value$149,425,000
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO
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