Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colton? Claim Your ProfileColton James Willis is a financial advisor with Avantax Investment Services, Inc. in Dallas, Texas. He is a Series 7, Series 6 and SIE licensed advisor with over 15 years of experience in the financial services industry. Colton holds a Texas state license and began his career with Wells Fargo Investments, LLC. He has also worked for Fidelity Investments Institutional Services Company, Inc. and H.D. Vest Investment Services in the past. Colton's current employment with Avantax Investment Services, Inc. began in February 2012.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
TX
01/26/2012 - Present
Avantax Investment Services, Inc. (DALLAS TX)
TX
11/25/2009 - 12/15/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
08/28/2006 - 12/04/2008
H.D. VEST INVESTMENT SERVICES (IRVING TX)
CA
10/19/2005 - 06/06/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
05/11/1999 - 07/06/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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