Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Willis is a financial advisor with Willis Investment Counsel Inc. Robert is a Chartered Financial Analyst. Robert has been in the industry since April 1979 and is registered as an Investment Advisor Representative in Georgia and Texas. Robert has specialized expertise in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles. Willis Investment Counsel Inc. provides financial advice for corporations or other businesses, individuals, high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Other firms manage part of the item 5f amount for which we also have management and/or advisory responsibility.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Family office, advisory and consulting fees
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GA
04/10/2017 - Present
Willis Investment Counsel Inc. (GAINESVILLE GA)
IA
Issued 04/27/1992
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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