Patricia WillisCRD Number: 1230917
Current Firm: H.d. Vest Advisory Services, Inc.
Patricia Willis (CRD# 1230917) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Jackson, MI and has over 33 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Gwn Securities Inc.
Prudential Financial Planning Services
|H.d. Vest Advisory Services||Jackson, MI||Aug 1999 - Current||17|
|H.d. Vest Investment Services||Jackson, MI||Mar 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
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