WC
WC

Willard Causey

22 Years of Experience
Durham, NC
Broker

Willard Causey is a registered investment advisor, based in Durham, NC, with 22 years of industry experience.

Location

2828 Pickett Rd, Ste 100, Durham, NC, 27705

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Willard owns rental real estate properties and is the owner/proprietor of Crew Ventures LLC, an investment account. He is also an independent contractor and CEO of Causey Financial Group LLC, dedicating about half of his time, and has daily responsibilities with Four Corners Advisor Group, taking about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Edward Jones
January 2007 - March 2023 · 16 yrs 2 mos
Edward JonesBroker
August 2003 - March 2023 · 19 yrs 7 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.