1777 Botelho Dr., Suite 105, Walnut Creek, CA, 94596
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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 →Willard is involved in several business activities, including being an investor in a sales training video game manufacturer and a retail store/private club, with no duties. He also works as a financial advisor for Castle Rock Insurance Services (about a quarter of his time) and Castle Rock Wealth Management (full-time), and has partnerships/ownership in various real estate and farming ventures, requiring minimal time.