Willis Financial Services, Inc.
Willis Financial Services, Inc. (CRD# 155501) is a financial advisory firm headquartered in Clayton, CA. They manage $28,433,538 in 139 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts139ACCOUNTS
Average Account Value$204,558
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Willis (CRD# 4716524) is an Investment Advisor Representative working at Willis Financial Services, Inc. in Clayton, CA and has over 9 years of experience in the finance industry. Steven 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.