Virgil Willard is a CFP-designated registered investment advisor, based in Charleston, SC, with 8 years of industry experience. Virgil is also registered as a broker, so some compensation may come from commissions on products sold.
Location
677 King Street, 3rd Floor, Charleston, SC, 29403
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Regulatory History
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 ActivitiesSells Insurance
Virgil works as an insurance agent, reviewing insurance needs and placing insurance for clients, dedicating a few hours per week. He also works as a financial advisor and manager for Financial 360, Inc, dedicating about half of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
State Registrations23 states
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
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