James Willett
James Willett is a registered investment advisor at Wells Fargo Advisors, based in Longview, TX, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2103 Judson Rd Suite B, Longview, TX, 75605
Get directionsHistory
Regulatory History (1)
Regulatory
January 1995Other Business Activities
James has 100% ownership in Willett Private Capital LLC, dedicating full-time hours to it. He also has 10% ownership in PS2911, LLC and a commercial property related to his wealth management practice, each requiring minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Tbt Securities L.C.
Tbt Securities L.C.Broker
Longview Financial Services CompanyBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.