Whitney WillisCRD Number: 5372324
Current Firm: Cetera Advisor Networks LLC
Whitney Willis (CRD# 5372324) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Pasadena, CA and has over 5 years of experience in the finance industry. Whitney 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Fried Asset Management, Inc.
Ira Wealth Management
|Cetera Advisor Networks||Pasadena, CA||Apr 2013 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Apr 2010 - Apr 2013||3|
|Merrill Lynch||New York, NY||Mar 2009 - Apr 2010||1|
|Unemployed||New York, NY||Nov 2008 - Mar 2009||< 1|
|Fisher Investments||Vancouver, WA||Sep 2008 - Nov 2008||< 1|
|Unemployed||Portland, OR||Jun 2008 - Sep 2008||< 1|
|The Buzz Cafe||Eugene, OR||Sep 2007 - May 2008||< 1|
|Merrill Lynch||Portland, OR||Jun 2007 - Aug 2007||< 1|
|The Buzz Cafe||Eugene, OR||Jan 2007 - Jun 2007||< 1|
|Full Time Student||Eugene, OR||Sep 2006 - Jan 2007||< 1|
|Financial Network Investment Corporation- Chrisopher L Willis||Pasadena, CA||Sep 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV
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