Bill Callis
Bill Callis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oklahoma City, OK, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
600 N Robinson Ave, Fl 3, Ste 322, Oklahoma City, OK, 73102
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2011Customer Dispute
June 2009Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Bill is an owner of Advanced Planning Group/APG Wealth Management and a non-variable insurance agent for APG Wealth Management dba Advanced Planning Group. He dedicates minimal time to the support company and a few hours per week to insurance sales.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Southwest Securities, INC.Broker
Southwest Securities, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Compass Brokerage, INC.Broker
Banc One Securities CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations35 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.