Robert Willis
Robert Willis is a registered investment advisor at Capital Client Group, INC., based in Indianapolis, IN, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Indianapolis, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.Broker
Capital Client Group, INC.
Previous Registrations
Jfs Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
American Funds Distributors, INC.
American Funds Distributors, INC.Broker
State Registrations12 states
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