AdvisorOS Directory
Claim Profile
Unclaimed Profile
RW

Robert Thomas Willis

WILLIS INVESTMENT COUNSEL INC·GAINESVILLE, Georgia
Series 65Clean record22 years registeredWILLIS INVESTMENT COUNSEL INC
710 GREEN STREET, GAINESVILLE, GA 30501CRD# 2239387Firm CRD# 111042

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Thomas Willis · GAINESVILLE, GA
Registration
CRD #2239387 · WILLIS INVESTMENT COUNSEL INC · 22 years registered
Brand Profile
Not yet started
01

Career History

WILLIS INVESTMENT COUNSEL INC
Nov 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 25, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLIS INVESTMENT COUNSEL INC
CRD 111042 · SEC 801-18528
AUM
$3.5B
Regulatory assets under management
Employees
12
465 client accounts
Services offered by WILLIS INVESTMENT COUNSEL INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WILLIS INVESTMENT COUNSEL INC →
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GAINESVILLE?

Browse all registered financial advisors in GAINESVILLE, Georgia or claim this profile if it's yours.

Browse GAINESVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Thomas Willis offer?
Robert Thomas Willis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GAINESVILLE, Georgia for a consultation.
What are Robert Thomas Willis's credentials?
Robert Thomas Willis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Thomas Willis located?
Robert Thomas Willis is based in GAINESVILLE, Georgia, working with WILLIS INVESTMENT COUNSEL INC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.
How does Robert Thomas Willis charge for services?
Robert Thomas Willis's firm is compensated through percentage of aum, subscription fees, other: family office, advisory and consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIS INVESTMENT COUNSEL INC?
WILLIS INVESTMENT COUNSEL INC has approximately 12 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WILLIS INVESTMENT COUNSEL INC

Kelli M Wright
GAINESVILLE, GA
Tracey Anna Patton
GAINESVILLE, GA
James Joseph Kilroy
GAINESVILLE, GA
Peter D Miller
GAINESVILLE, GA
Brett Michael Slattery
GAINESVILLE, GA
John Michael Lewis
GAINESVILLE, GA
CFA

More Advisors in GAINESVILLE, Georgia

Amanda Sikes Bruner
JT STRATFORD, LLC·GAINESVILLE, GA
Dwayne Todd Ferguson
JT STRATFORD, LLC·GAINESVILLE, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (759)ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile