Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andrew Willis is an Investment Advisor Representative who is registered with Coho Advisory Services, LLC and has a Series 65 license. John has worked in the financial services industry since 2016 and has experience in providing financial planning and portfolio management services to individuals and corporations. John is also an independent insurance consultant and spends approximately 18 hours per week on that activity.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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AK
09/26/2023 - Present
Coho Advisory Services, LLC (ANCHORAGE AK)
IA
Issued 05/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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