FW
CFP
FW
CFP

Fors Willis

32 Years of Experience
Alexander City, AL
Broker

Fors Willis is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Alexander City, AL, with 32 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

2032 Cherokee Road, Alexander City, AL, 35010

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Fors is an owner and financial advisor at Willis Capital Management since 2016. Fors dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2016 - Present · 9 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
June 2016 - November 2016 · 5 mos
Sterne Agee Asset Management, INC.
May 2006 - June 2016 · 10 yrs 1 mo
Sterne Agee Financial Services, INC.Broker
April 2002 - November 2016 · 14 yrs 7 mos
Sterne Agee Capital Markets, INC.Broker
March 2001 - April 2002 · 1 yr 1 mo
Edward JonesBroker
July 1993 - February 2001 · 7 yrs 7 mos
State Registrations12 states
ALCAFLGAKSMONCNYSCTNTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Fors Willis - Financial Advisor | TrueAdvisor