Christopher Willis
Christopher Willis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Raleigh, NC, with 18 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
3515 Glenwood Ave Ste 100, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a partner at Executive Flight Training & Services, LLC, where he works as a certified flight instructor and manager, dedicating minimal time. He also works as an associate/employee at both Pinnacle Asset Management and Pinnacle Financial Partners, spending about half his time at each referring potential clients for investment products and services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
State Registrations1 state
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